Jeremy McKeown, Head of Asset Allocation for The Investment Company, recently joined QuotedData’s In The HotSeat to discuss how investors can seek to preserve capital and purchasing power amid market uncertainty.

Hosted by Gavin Lumsden, the discussion explored defensive investing, diversification and the challenge of balancing downside resilience with long-term growth.

Jeremy outlined The Investment Company’s approach: moving beyond a conventional 60/40 portfolio by combining carefully selected quality equities with scarce assets, including exposure to gold and Bitcoin. He discussed the risks posed by rising government debt and currency debasement for long-term investors, and why protecting real purchasing power remains central to the Company’s investment objective.

He also set out the attributes sought in individual investments, including strong barriers to entry, hard-to-replicate assets, disciplined capital allocation, share buybacks and valuations below replacement cost.

Watch the full QuotedData interview here.

Capital is at risk. This is a marketing communication and does not constitute an offer or recommendation to buy or sell any investment.