Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going forward.

Views on large cap equity investing during uncertain times

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In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management.

The role of public and private strategies in real estate

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, about the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions.

A New Perspective for Credit Investors

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

How soft would a soft landing be?

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.

Views on large cap equity investing during uncertain times

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