In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation.

Listen as they discuss:

• Is portfolio construction an art or science?
• The importance of selecting the right blend of products for different portfolios.
• Rebalancing portfolios to perform in different market environments.
• Being “cycle aware” with asset allocation and watching the signals.
• The role of strategic versus dynamic asset allocation.