Shard Capital Podcast: Liquidity

Have we become slightly obsessive in our industry about daily liquidity, and if given some of the headwinds that traditional asset classes seem to be facing going forward, do we need to hit the reset button to some extent?

Richard Bacon, our Head of Business Development and Sales asks this question as he dives into the topic of liquidity with Mike Hollings, Chief Investment Officer and Partner, and Ernst Knacke our Head of Research in our latest podcast.

The trio talk about the risks of liquidity in a portfolio on one hand, and the strategies of wielding the benefits of utilising investments with a range of liquidity, which Mike refers to his “Liquidity Matrix” on the other hand.

To learn more about how liquid you or your clients’ portfolio should be, listen in on the conversation below:

Recorded 20th July 2023.

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