Podcast 02: Adam talks to Ed Margot of FE Inves‪t‬


For our second podcast, Adam talks to Ed Margot, Investment Strategist at FE Invest. FE Invest has nearly £4 billion under management for clients.

The unique aspect about Ed is the way he describes the mathematical and historical approach that FE uses to manage portfolios.

In a fascinating and really insightful conversation, Ed and Adam cover the following:

  • How a higher amount of equity risk actually provides a lower amount of total risk, contrary to popular (and the regulator’s) opinion

  • The importance of equities in retirement portfolios

  • How to use bonds to generate returns in a balanced portfolio

  • Why gilts are not dead and how they favour them over corporate bonds.

And make sure to listen to the end, where Ed describes how investment returns are not necessarily generated by asset class, but really, by the underlying investments.