In the first quarter edition of Portfolio Perspectives Live, join our panel of senior investment professionals – chaired by Nicola Eggers, Head of Discretionary Portfolio Management – as they discuss performance in the first quarter and why volatility can present opportunities for portfolio managers. The discussion goes on to address some of the less-convenient truths about long-term investing – including the tactical benefits of holding cash, the role of benchmarks, and the pitfalls of over analysing a portfolio’s performance in the short term.