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Index/Finance/The Polestar Podcast
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Positioning, not Predictions

The Polestar Podcast · 2023-01-20 · 15 min

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Topics in this episode

cryptoinvestmentfixedincomevelawealthfinancialplaning

Episode notes

In this episode of the Polestar Podcast, you can expect to hear about: What themes are influencing current asset allocation? How interest rates are affecting growth and returns right now? What value and role fixed income assets are playing in portfolios? While interest rates decrease, how does this affect growth prospects? What are the portfolio alternatives right now? Is crypto dead as an asset class? And much more! About the Guest - Keith Allan Keith Allan is a Portfolio Manager with Harness Investment Management. Harness has engaged in a strategic partnership with VELA Wealth and provides discretionary portfolio management for many of VELA’s clients. With more than 15 years of buy-side investment management experience, Keith brings a wealth of knowledge and experience to provide insight and guidance to clients regarding their investment portfolios. At Harness, Keith is responsible for developing and maintaining investment portfolios for VELA clients. Keith is dedicated to fostering long-term relationships with high-net-worth individuals and families by providing a clear and transparent vision to help them achieve their investment goals.

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