Center For Investment Excellence 2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition
Oct 25, 2023
Experts discuss the challenges of the macro backdrop and the importance of long-term focus. Emphasizes diversification beyond a 60/40 portfolio. Highlights attractive investment opportunities in fixed income and equities. Discusses the role of alternative investments and active management in protecting against shocks. Disclaimer emphasizes that the views expressed are not advice.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Asset Market Perspective, Outlook for Growth and Inflation, and Fixed Income Assumptions
02:08 • 5min
Investment Opportunities in Fixed Income and Equities
07:23 • 5min
The Role of Alternative Investments and Active Management in Smoothing the Investment Journey
12:35 • 1min
Disclaimer and Informational Material for Institutional Investors
13:56 • 2min