Barron's Live The Ins and Outs of Asset Allocation
Apr 15, 2024
Barron's Senior Managing Editor, Deputy Editor, and GMO's Co-Head of Asset Allocation discuss market reactions to geopolitical events, challenges of active management, financial performance of major banks, optimizing asset allocation, and insights on energy stocks and Treasuries in uncertain markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Navigating Uncertain Markets and Asset Allocation Strategies
03:54 • 13min
Challenges and Trends in Active Management vs. Equity Benchmarks
17:22 • 5min
Financial Performance Analysis of Major Banks and Companies
22:04 • 9min
Optimizing Asset Allocation for Maximum Returns
31:31 • 7min
Insights on Energy Stocks and Treasuries in Market Uncertainty
38:03 • 4min