David Lebowitz chats with Jared Gross, Head of Institutional Portfolio Strategy, about the 2025 Asset Allocation Draft. They dive into macroeconomic trends, consumer behavior, and labor market stability. The conversation spotlights risk assets and the need for an active investment approach. They emphasize the shift in the U.S. equity market, with mid-cap stocks gaining attention, and underscore the value of core real assets like real estate. A bold recommendation for investing in Japanese equities also adds a twist to their strategic insights.

David Lebovitz and Jared Gross conduct an annual asset allocation draft for 2024. They discuss the economic outlook, Fed policies, fixed income market analysis, asset allocation strategies for various regions, insights on real estate and high-yield investments.

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss macro pressures affecting private markets including slower growth, risk of recession, higher interest rates, and challenges for private equity managers in a high inflation environment.