Lipman Burgon Managing Partner and CIO, Paul Burgon, recently joined James Marlay on the Livewire podcast The Rules of Investing.
In the podcast Paul shares his 10 principles for investing in 2025 and beyond. These principles draw on the renowned endowment model of investing developed by David Swenson and are now widely adopted by many leading investment institutions.
Paul and James also discuss where are we in the cycle of investor emotions, what lies ahead for markets, embracing the value of beta and much more.
Listen to the full podcast via Livewire here, directly on Apple Podcasts here or Spotify here.
Learn more about the ten principles for a new investing paradigm.
Key Podcast Topics:
- Where are we in the cycle of investor emotions?
- What lies ahead for markets?
- Opportunities in 2025
- A history of Endowment Model investing
- Embracing the value of beta
- Risk Budgeting
- Factor exposure explained
- Why private markets are compelling
- Overweight and underweight positions.
Register for the newsletter to receive the latest industry insights and updates, or request an information pack to learn more about Lipman Burgon and Partners.
The information provided on this website is general in nature and does not take into account your personal circumstances, needs, objectives or financial situation. This information does not constitute financial advice. Before acting on any information on this website, you should consider its appropriateness in relation to your personal situation. This site does not collect information without your consent in line with our Privacy Policy.
Lipman Burgon adheres to all industry training requirements as per our Training Policy.
In addition to the material in our Financial Services Guide above, we also provide our Complaints Policy.