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Jim Masturzo

CIO of Multi-Asset Strategies at Research Affiliates, responsible for the firm’s tactical asset allocation and cross-asset portfolios. Co-portfolio manager on PIMCO All Asset and All Asset All Authority funds.

Best podcasts with Jim Masturzo

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19 snips
Feb 14, 2025 • 51min

Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570

Jim Masturzo, CIO of Multi-Asset Strategies at Research Affiliates, dives into the shaky foundations of U.S. markets with high valuations. He discusses the stark investment landscape in China and India, emphasizing the need for portfolio diversity. Masturzo critiques private equity expectations versus public market realities and sheds light on the complexities of fixed income dynamics. He questions the optimistic outlook on AI's impact on productivity while offering strategies for risk management and effective asset allocation in today's volatile environment.