We are dealing with an environment where return expectations are low and correlations are high. Asset classes are moving together, and in this kind of environment, alternatives are a critically important tool to deliver outcomes for investors. In this podcast series, we talk with our investors who think through these challenges all the time.
Tools to manage risk in portfolios
Our investment experts discuss tools that can be used to manage risk as we near the end of the cycle. They review their asset allocation decisions across asset classes and how they look to diversification, liquidity and resiliency as key components in being best positioned to weather the storm the most effectively. (28:12 min.)
Jeff Geller, Maddi Dessner, Rob O'Rahilly
Previous episodes from this series
Real assets in liability-aware portfolios
Hear our investment strategy experts discuss the hybrid characteristics of core real assets and how they provide the opportunity for a stable, volatility-reducing income stream and potential equity-like upside from price appreciation. (32:10 min.)
Michael Buchenholz, Pulkit Sharma, Sorca Kelly-Scholte
Alternatives in multi-asset portfolios
In an environment of lower return expectations, leveraging alternatives can help to deliver higher portfolio returns while also mitigating risk. Our portfolio managers delve into where they believe the best opportunities in alternatives lie. (24:18 min.)
Maddi Dessner, Jeff Geller, Brian McCann
New Multi-Asset Investing episodes coming soon
Asset allocation views - September 27
The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.