Allocating to private markets: Transforming the traditional 60/40 portfolio – Macquarie – 5.2.22

Overview:

Title: Three ideas for a world of positive stock/bond correlations
Date: Monday, May 2, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Did you know that today’s positive correlation between stocks and bonds is not a new anomaly? Historically, stocks and bonds have moved in the same direction during most periods in which inflation has been above 3%.

How can advisors respond? Join Bob Rice for this thought-provoking session as he shares three key insights:

  • What this environment portends for active management
  • How it might change which indices you use for passive investing
  • How new and more widely available, private market products can act as powerful diversifiers for equity risk

Speaker:

Bob Rice Bob Rice Senior Advisor to Macquarie Asset Management

Bob Rice, “the advisor’s advisor” is a passionate advocate for investment professionals. He demonstrates why, and by how much, they can help improve financial outcomes for clients through portfolio construction and product selection, and explains the new investment options that advisors can deploy to retain and attract high net worth clients. Bob also coaches organizations within and beyond the financial services industry on navigating their businesses through periods of change. He has explained these topics for years through his lectures and webinars, regular television spots, articles, and books, such as the bestselling Three Moves Ahead and The Alternative Answer.

In addition to serving as senior advisor to Macquarie Asset Management, Bob is the managing partner of Tangent Capital, a boutique investment bank and consultancy. He is also a senior advisor to Wilshire Associates, and a board member of Nasdaq Private Markets and of the investment advisor to the Value Line Funds. He serves on the editorial board of the Investments & Wealth Monitor.