Andrea Franceschi, a financial journalist and commentator, unpacks the nuances of global asset allocation. He debates whether an ideal allocation exists, noting it relies heavily on personal factors like age and risk tolerance. Andrea delves into Goldman Sachs' global portfolio study, suggesting a blend of 50% equities, 37% bonds, and 14% alternatives. With a spotlight on the US market's dominance, he examines sector concentrations, global bond diversity, and evaluates the role of cryptocurrencies in modern portfolios. A must-listen for investing enthusiasts!
