The Global Wealth Investment Playbook is a quarterly chart book and webcast series. The Playbook provides data-driven insights into the current macroeconomic environment, asset allocation trends, and the impact that alternative investments can have in your client portfolios.
In her role as Chief Investment Strategist for global private wealth, Paula Campbell Roberts will share key investment themes each quarter. The Q4 Global Wealth Investment Playbook explores the role that alternatives can play in achieving objectives given the complex dynamics impacting asset allocation and risk management today. Our goal is to deliver actionable insights to both enhance your investment expertise as well as to add value to your client relationships.
You can explore highlights from this quarter’s Global Wealth Investment Playbook below. You can also subscribe to receive the latest highlights in your inbox each quarter.
Four tectonic shifts
The new investing environment
The increasing importance of alternatives
Portfolio tilts to achieve investor objectives
Alternatives enhanced framework for wealth