It’s more important than ever today to “cut through the noise” when constructing portfolios. Traditional strategic allocation frameworks may be too static for a macro backdrop that continues to evolve – but portfolios also should not be repositioned simply in response to every headline. Keeping your eyes on the prize requires disciplined integration by using macro data within a quantitative, repeatable process to guide portfolio decisions. Connecting macro signals to portfolio construction across public and private markets helps allocators manage changing risks and opportunities and build portfolios ...