Center For Investment Excellence cover image

2025 Asset Allocation Draft

Center For Investment Excellence

00:00

Navigating Risk Assets in Uncertain Times

This chapter examines the changing landscape of risk assets amid macroeconomic shifts, focusing on equities and credit spreads. It emphasizes the necessity of a risk-on investment approach and active portfolio management to harness opportunities while addressing potential uncertainties.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app