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Wealth Insights

Global Wealth Investment Playbook

  • 5 minute read
Summary
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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.

Download the Highlights
 

HIGHLIGHT #1

Four tectonic shifts

We believe the pandemic has catalyzed four tectonic shifts that have profound implications for investing

HIGHLIGHT #2

The new investing environment

The new investing environment consists of a new macro regime, implications for asset allocation, and opportunities in real assets

HIGHLIGHT #3

The increasing importance of alternatives

Going forward, traditional asset classes may be insufficient to achieve return goals

HIGHLIGHT #4

Portfolio tilts to achieve investor objectives

Relative to the traditional 60/40 Portfolio, investors can tilt asset class exposure to achieve objectives

HIGHLIGHT #5

Alternatives enhanced framework for wealth

Alternative Asset Classes Have Historically Helped Investors Generate Income, Preserve Capital, And Boost Returns

HIGHLIGHT #6

Why now?

Now may be the opportune time as leaning into dislocation has served investors well historically

HIGHLIGHT #7

The right entry point is important

Determining the right entry point is important. Valuations for alternatives have reset more than Large Cap Equities, which has created opportunities.