This chapter examines the financial concerns of younger generations compared to their parents' safety nets like pensions. It highlights changing investment strategies, the importance of diversification, and the preferences of younger investors for guidance versus self-management in their financial journeys.
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Priya Misra, Portfolio Manager at JPMorgan Asset Management, discusses Fed policy and interest rate cuts. Christian Faes, CEO of Faes & Co, talks about investing in technology-enabled direct lending businesses. Alona Gornick, Senior Investment Strategist at Churchill Asset Management, shares her thoughts on private credit. Saira Malik, CIO at Nuveen, breaks down the Fed rate cut debate shifting from when to how many. Betterment Advisor Solutions CEO Sarah Levy explains how four in five financial advisors use AI in their work.
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