Tim Borody welcomes back Abie Quayson, Portfolio Manager with Willoughby Asset Management at Harbourfront Wealth Management, to review public market shifts over the past 12 months. In this episode, Abie shares how market rallies expanded beyond the tech-heavy “Magnificent Seven,” why Harbourfront intentionally reduced mega-cap concentration, and how the introduction of an Absolute Return sleeve helps build resilience against market shocks. They also explore valuation opportunities across international and emerging markets, providing a transparent look into how active portfolio construction and due diligence drive long-term client outcomes.
Inside Public Market Construction
- The Broadening Market Rally: Abie details how small and mid-cap companies showed up over the past 12 months to outpace broader headline indices, creating a healthier, less concentrated equity environment.
- Active Concentration Management: Learn why Harbourfront deliberately scaled back reliance on tech mega-caps, allowing active managers to protect client portfolios during summer market pullbacks.
- The Role of Absolute Returns: Discover how non-traditional, multi-manager strategies generate returns regardless of overall market direction by focusing on risk management and market differentials.
- Global & Emerging Market Valuations: Understand where global opportunities lie—from European infrastructure and defense to fast-growing emerging markets like India, Mexico, and Taiwan.
Join Tim and Abie to see how active due diligence and institutional-level strategies can safeguard your wealth while keeping your broader financial plan on track.