

#227: What are clients asking us about our latest strategic and tactical changes?
Jul 27, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
The Uncertainty of Expected Returns
02:06 • 2min
The Importance of Strategic Asset Allocation Refresh
03:56 • 3min
The Importance of Strategic Asset Allocation
06:28 • 3min
The Effects of the SEA on Tactical Allocation
09:08 • 2min
The Fed's Next Rate Hike
10:41 • 4min