Investment Uncut: Tail risk strategies with Joel Hartley

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In this week’s episode, Jacob Shah chats to Joel Hartley, Partner at LCP, on tail risk strategies. Before we interview Joel, Jacob also talks to Steve Webb, Partner at LCP, to get his insights on how the new Labour government might want to influence how pension schemes invest in the UK.

With Joel we discuss:

• What are tail risk events, why investors should care about them and why he’s talking to clients about them currently.
• How investors can protect themselves against tail risk events and what’s “under the bonnet” of some of these strategies.
• The benefits of using tail risk strategies rather than selling growth assets or using put options.
• How tail risk strategies can be incorporated in a portfolio and why investors should have an exit plan for this type of strategy.

What’s one thing you would like listeners to take away?

If you’re worried about tail risks, be open minded about using more sophisticated strategies to protect your portfolio.

Any recommendations?

• The Power of Geography by Tim Marshall
• Mythos: The Greek Myths Retold by Stephen Fry