Following Investment Week's inaugural Trailblazer Awards in June, we speak to a different winner each week regarding some of their greatest achievements and the challenges they have faced over their career.
This week, we chat to Anthony Graham, a portfolio manager at Ellis Bates. What has been your most successful asset allocation decision so far? I would say there are two ways to measure success in this sense; allocating to an asset class that subsequently outperformed on a relative basis, and successfully providing further diversification to a portfolio following a review, reducing exposures to certain factors. In January 2018, I made the recommendation that, in our highest risk portfolio, we reduce our exposure to GEM bonds and used the proceeds to invest in high yield bonds. Lo...
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