Information for advice professionals only.
In this episode Matt is joined by Luke Crane, Portfolio Manager with the BT Investment Solutions (BTIS) asset allocation team. Luke explains BTIS’ approach to managing currency exposure within diversified portfolios. He also provides his thoughts on the rise in popularity of digital currencies and the challenges asset allocators face.
For more information on evaluating cryptocurrencies as an asset class, BTIS’ strategic partner, Wellington Management, recently published a research note which you can access here.
Luke joined BT Investment Solutions in May 2015 as an Investment Specialist and moved across into the Asset Allocation Team as a Portfolio Analyst prior to becoming a Portfolio Manager in September 2018. Luke is responsible for the day-to-day management of BTIS’ multi-asset portfolios and development and maintenance of BT’s exposure monitoring and portfolio construction tools. Prior to joining BTIS Luke worked at Deloitte Australia in the Actuaries and Consulting team. He also previously worked at Aon Hewitt in the UK providing investment advice to both UK and international based defined benefit pension schemes. This role provided extensive experience in investment strategy, liability driven investing, asset allocation, risk modelling and investment implementation. Luke was also responsible for the review and monitoring of custodians, transition managers and securities lending arrangements. Luke has 10 years’ industry experience, is a Fellow of the Institute of Actuaries, has a Master of Mathematics degree (Honours) from the University of Manchester (UK) and a Master of Science from the Imperial College London (UK). Luke has been a member of the Institute of Actuaries since 2010 and a Fellow since 2015.
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This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.
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