Igor Yelnik sat down with Joy (Zhuoying) Xu, Senior Investment Director at Verizon Investment Management, to discuss how her team manages a ~$50B portfolio - with a deep dive into their highly effective Global Tactical Asset Allocation (GTAA) overlay.

Joy shares practical insights on blending quantitative models (valuation, momentum, sentiment, liquidity) with qualitative judgment, delivering consistent alpha while excelling in crisis risk management.

A must-watch for institutional investors, pension professionals, and anyone interested in resilient portfolio construction.

Host: Igor Yelnik

Guest Speaker: Joy Xu

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Instagram: @capitalhorizonspodcast

Facebook: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

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The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

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In this episode of Capital Horizons, Igor Yelnik and Jason Hsu engage in a lively and insightful conversation on investing in emerging markets.

They explore a wide range of critical topics, including navigating geopolitical risks, dealing with poor data quality, balancing short-term versus long-term forecasting, the demographic challenges shaping China’s future, investing in AI despite bubble concerns, and the importance of rule of law and operational costs in emerging market decisions.

Host: Igor Yelnik

Guest Speaker: Jason Hsu

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Instagram: @capitalhorizonspodcast

Facebook: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Amazon Music: capital-horizons---the-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.

Rob Carver shares his expertise on trading futures strategies, joining Igor Yelnik to dive into both high-level concepts and technical execution. They explore various signal types, portfolio construction, and backtesting methodologies, while offering practical insights into managing trading costs and more.

Host: Igor Yelnik

Guest Speaker: Robert Carver

Youtube: @capitalHorizonsPodcast

X: @CHthepodcast

Instagram: @capitalhorizonspodcast

Facebook: @capitalhorizonspodcast

Spotify: capital-horizons-podcast

Apple Podcasts: id1733764075

Amazon Music: capital-horizons---the-podcast

The information or opinions in this podcast do not constitute, or form part of, any offer to sell or issue, or any solicitation of an offer to purchase or subscribe for any fund or investment programme described in this podcast; nor shall this podcast, or any part of it, or the fact its distribution form the basis of, or be relied on, in connection with any contract. Viewers of this podcast are reminded that any purchase or subscription to any investment programme or vehicle may only be made solely on the basis of information contained in a formal offering document, describing, among other things, the risks associated with such investment programme or vehicle, which may be different from information in this podcast.

No representation or warranty, express or implied, is made or given by or on behalf of Alphidence Capital Ltd or any other person as to the accuracy, completeness or fairness of the information or opinions contained herein, and no responsibility or liability is accepted for any such information. Any statements made in this podcast are the participants' opinions, which have been based upon publicly available facts, information and analysis and are not statements of fact. The statements expressed in this podcast are correct as of the date of this podcast and are subject to change without notice. The podcast is not intended to provide and should not be relied upon as an investment recommendation or financial, legal or tax advice.

Hosted on Acast. See acast.com/privacy for more information.