
[REPLAY] Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
Capital Allocators – Inside the Institutional Investment Industry
00:00
Navigating the Complexities of Asset Allocation
This chapter explores the intricate world of asset classes and the critical debates surrounding their definitions and characteristics. It emphasizes the significance of understanding risk-reward dynamics and the importance of adaptive investment strategies against the backdrop of evolving market conditions. The speakers discuss the role of communication and collaboration within investment committees in making informed decisions, particularly concerning private investments and fixed income allocations.
Play episode from 42:50
Transcript


