The saying that all good things must come to an end is a bittersweet reflection of reality. Sadly, too many of us fail to appreciate those good times, often focusing on what could or might go wrong. Perhaps this is understandable given the potential for higher interest rates to stifle economic growth and an increasingly complex geopolitical environment.

Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed. In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit.

This month Gopi Karunakaran caught up with Hans Lee from Livewire Markets for a deep dive into the world of Relative Value investing.