Portfolio Construction Forum

Asset Class Outlook Roundtable "The future ain't what it used to be!"


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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 this third step of our hypothetical Investment Committee meeting, a diverse panel of asset class experts debates the implications of the three economic scenarios outlined in the Economic Scenarios Roundtable for the medium-term (three years) for asset class returns. At the end of the panel discussion, the Investment Committee (Strategies Conference 2022 delegates) votes on the likelihood of each of the three scenarios to determine which is most likely, next most likely and least likely. The outcomes are then inputs to the Asset Allocation Roundtable. - Watch Rob Mead, Joseph Lai, Jacob Mitchell and Isaac Poole on Portfolio Construction Forum and earn 0.75 CE/CPD hrs

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Portfolio Construction ForumBy Portfolio Construction Forum