Global Wealth Investment Playbook

In her role as Chief Investment Strategist for global wealth, Paula Campbell Roberts shares key investment themes each quarter. In the Q4 2024 Global Wealth Investment Playbook we note that the results of the recent U.S. election and President-Elect Trump’s policy proposals not only reinforce our macroeconomic framework, but they also put an exclamation point on major secular changes happening globally leading to elevated price volatility and potentially a higher inflationary bias in the system. In this macroeconomic backdrop, we continue to advocate for more diversification across asset classes. We think the benefits of non-correlated assets in investor portfolios are important as return expectations have compressed or gotten ‘flatter’ and volatility has increased. Many institutional and individual investors are leaning into Alternatives to boost returns and obtain diversification, downside protection, and inflation hedging benefits. 

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