Ed Cole

speaker

303 appearances 1 recordings 1 series first heard Jun 2026 last heard 29 Jun

Ed Cole’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

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Merryn Talks Money · Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World · 29 Jun 2026 podcast

The combination of inflation plus that tendency is,

suggest to me that you want to be in what we call shorter duration cash flows.

So things that have a real fixed capital base rather than the sort of intangible assets of the last cycle.

Yes, exactly.

Yes.

I think there's an awful lot of value in that.

I think that, you know, that you will find a lot of those companies outside of large caps.

I'm sort of repeating what I said again last year, but I think these are still value in the small caps.

Yeah, smaller caps for sure.

I have to say, and everything I'm saying is a personal view, but I think we had a very weak dollar, which helped a lot of the rest of the world.

The dollar then got a bit bid again around Iran.

um most recently in the last week it's been bid again because the market's read on wash was that he's hawkish my take is really what wash is doing personal view is that he's he's re he's guiding us towards a different type of guidance he's essentially saying this you know forward guidance is finished

and we're going to be a bit less data dependent.

I don't think that means he's extremely hawkish.

I tend to think it probably means the dollar is going to be a bit weaker and there are dollar beneficiaries out there to be had in equities.

So equities, I think you can continue to diversify, continue to look for, as you say, halo is a good way to think about it.

I think then you have to question, well, what role do bonds have in your portfolio?

Bonds still have a fantastic role in the portfolio.

I think particularly for us in the UK, you get this opportunity from time to time to buy a low coupon bond with a discount to par, and you don't pay capital gains tax on that if you can hold it to maturity.

So these are still really excellent ways to get a guaranteed return with a tax efficient

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