In episode 89, Alex Proimos speaks with Graeme Bibby, the former chief investment officer of multi-family office Mutual Trust.
This episode explores portfolio modelling and assumptions to be more adaptive to convergent and divergent trends. We explore how megatrends are reinforcing each other to accelerate the pace of change and disruption of market structure, and also how market narratives influence markets. We discuss how to rethink the mean-variance modelling assumptions and how long volatility strategies can benefit from and smooth shocks. Finally, we cover the importance of economic wealth creation and a “total family approach” to achieving tailored member outcomes.