Is now the time for an active portfolio?

Update: 2025-06-04

Description

After years of growth in passive ETFs and index strategies, market dynamics are shifting. Is it time to avoid the mega caps dominating the index, and look for better opportunities?

Janus Henderson’s London-based Head of Portfolio Construction and Strategy Matt Bullock joins the podcast to discuss:

why there is space for both active and passive strategies in a portfolio

what significant and permanent shifts in trade mean for markets

asset class opportunities beyond volatile equity markets, and

the huge runway for themes that are yet to realise their full potential.

You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

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