Global Wealth Investment Playbook

In her role as Chief Investment Strategist for global wealth, Paula Campbell Roberts shares key investment themes each quarter. The Q2 2024 Global Wealth Investment Playbook explores our belief that we remain in a new regime of higher inflation and higher correlation between stocks and bonds, compelling investors to find diversification elsewhere. Against that backdrop, we believe private market Alternatives remain a crucial area of opportunity to increase diversification, as well as boost returns, hedge against inflation and reduce volatility.

You can download highlights from this quarter’s Global Wealth Investment Playbook below. You can also subscribe to receive the latest highlights in your inbox each quarter.

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When Fear Is a Friend – US Multifamily in Focus

Global Wealth Investment Playbook

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We believe investors need to re-assess their portfolios in this new regime

We believe this period will be an opportune time to adjust portfolio construction and lean into private markets

Relative to the traditional 60/40 portfolio, investors can tilt asset class exposure to increase return and reduce volatility

Alternative asset classes have historically helped investors generate income, preserve capital, and boost returns