
Center For Investment Excellence
Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest
Mar 7, 2024
34:58
While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.
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