Trump got you stumped?
Travis is joined by Alex Funk, the Chief Investment Officer at PortfolioMetrix UK to discuss the current market conditions, the strategies PMX implements when structuring our client portfolios (to mitigate the impacts of market uncertainty) and how you as an investor should react.
A little bit about Alex Funk:
Chief Investment Officer
UK BCom Hons (Financial Analysis) Cum Laude, CFA® Alex Funk is an experienced investment professional passionate about creating tailored investment strategies that meet the unique needs of clients. As the Head of Investment at PortfolioMetrix UK, he leads a talented team in navigating the complexities of global financial markets to deliver optimal outcomes. With over a decade in the industry, Alex has held significant roles, including Chief Investment Officer at Schroder Investment Solutions and Benchmark Capital. His journey has been marked by a commitment to excellence in investment management, where he has successfully aligned portfolios with clients' risk and return objectives. A Chartered Financial Analyst (CFA) and holder of a Bachelor of Commerce (Hons) from the University of Stellenbosch, Alex combines his analytical skills with a strategic mindset. He believes in the power of collaboration and innovation to drive success in investment management.
join the spry. guys as they chat with Brandon Zietsman, founder and CEO of PortfolioMetrix - gain an insight into PMX as a company, Brandon as an individual and how together we can add value to you as a client.
join the spry. guys podcast as we chat to Philip Bradford of PMX about the current market environment and how it impacts investors.
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join co-founders Grant & Travis as they discuss the new two-pot system that will launch on 1 September 2024.
