Podcast #78: Is now the time for more defensive assets within an investment strategy? with Ninety One’s Jason Borbora-Sheen
In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now.
This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Income Fund Portfolio manager at Ninety One. In this broad ranging conversation, Jason gives us his practical take on gilts, bond markets more broadly and non-traditional assets.
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