Glenn Gonzales (Obsidian Capital), Ulf Füllgraf (Alpha Centauri), Kevin Mahn (Hennion & Walsh) & Aymeric Forest (Abrdn)
The global economy is set to expand 5.6 percent in 2021—its strongest post-recession pace in 80 years. As the ‘new normal’ materialises, previously held assumptions and understandings about asset allocation are being challenged, forcing allocators to rethink their investment strategies to ensure they can generate attractive risk-adjusted returns for investors.
While portfolios were typically diversified by equity and bond splits, decreasing yields mean government bonds are becoming an increasingly risky option. To manage risk, asset allocators need to rethink the conventional concept of 60/40, and assume a more active approach to asset allocation, risk management and suitability profile.
In this session, we’ll explore new approaches to asset allocation and give you the tools you need to future-proof your multi-asset solutions.
Topics for discussion include:
Should bonds still form part of a multi-asset approach?
Integrating alternative assets
Mitigating portfolio risk in the post-Covid world
And more…
Panelists:
Glenn Gonzales, Owner & CEO of Obsidian Capital
Ulf Füllgraf, Managing Director at Alpha Centauri, Hamburg
Kevin Mahn, President & Chief Investment Officer at Hennion & Walsh
Aymeric Forest, CIO Multi Asset & Investment Solutions at Abrdn