Lauren Goodwin, CFA Director of Portfolio Strategy, New York Life Investments, Clinton Graham, Client Portfolio Manager, Wellington Management and Jon Treitel, CFA, CAIA Portfolio Strategist, CBRE Investment Management discuss the state of the market, key challenges and where there is long-term growth potential.
Heightened inflation, rising interest rates, and persistent volatility have all collided to create a very challenging year for investors. Amongst a backdrop of continued uncertainty and changing market conditions, advisors look to re-allocate their portfolios to manage risk and keep long-term client goals on track. Seasoned experts from New York Life Investments, Wellington Management, and CBRE Investment Management discuss how investors can look to build an enduring portfolio for long-term growth potential.
Staying invested, adding defensiveness, and inflation protection are key investment themes in this period of heightened volatility and monetary tightening cycle, explains Goodwin. A core value allocation to quality companies has the potential to deliver downside protection, higher dividend yield, and potential outperformance in rising rate environments. Real assets, such as infrastructure, also has the potential to add portfolio diversification, protection against inflation, and stable income.
For more on this topic, register & watch New York Life’s webcast: Building Resilience in the Fed’s Bear Market: Opportunities in Real Assets & Value – ON DEMAND SOON.
- Key challenges for today’s investor
- How macro factors are impacting equity markets
- Opportunities in Listed Real Assets & Value Equity
- Portfolio implementation and diversification