Asset Allocation Roundtable: The future ain’t what it used to be!

Sébastien Page, Tim Farrelly, Lydia Kav, Jonathan Ramsay & David Wright  |  18 August 2022  |  0.75 CE

A disciplined, scenarios-based approach to determining your views on the outlook for markets is essential to building portfolios capable of achieving client goals when the future ain’t what it used to be. In the final step of our hypothetical Investment Committee meeting, our asset allocation consultants use the inputs from the Asset Class Outlook Roundtable to explain the asset allocation implications of each of the three Economic Scenarios, and a portfolio that blends all three scenarios using the Investment Committe...

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