S1E2: Why quality as core drives investment portfolio growth: BT Podcast

  • 7 Apr 2022

Synopsis: 

The Business Times Podcast channel showcases niche series Money Hacks, Mark To Market and WealthBT, and sponsored series.

Why is the time now for quality investing and how can this approach shield your portfolio from uncertainty, volatility and ensure growth? Correspondent Howie Lim finds out from John Cappetta, head of private banking, Asia advisor, Ninety One.

This episode is brought to you by Ninety One.

Highlights of the conversation: 

01:10 Why quality should be a core allocation in your portfolio

04:00 The definition of quality pertaining to ‘bad’ and ‘good’ growth

05:28 Long term growth themes within quality

08:30 Biggest risks investors should look out for

10:10 How to sift through the ‘noise’ and hold the line

11:34 How much should be allocated to quality, the ‘golden ratio’

15:15 How responsible investing ties in with the quality approach

More about:

Why Quality is the new core

https://ninetyone.com/en/singapore/how-we-think/investing-for-a-world-of-change/quality-is-the-new-core-and-these-are-the-reasons

Ninety One

https://ninetyone.com/en/singapore

Produced by: Howie Lim (howielim@sph.com.sg) and Christopher Lim

Edited by: Howie Lim

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