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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

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Real Assets: Bolstering Portfolios as Inflation Lingers

Advisor Perspectives

Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.

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Wednesday links: ancient asset returns

Abnormal Returns

Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting.

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Asset Allocation, Portfolio Construction and Goals-Based Investing

Advisor Perspectives

In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.

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Harnessing Volatility Targeting in Multi-Asset Portfolios

Advisor Perspectives

Following a period of relatively calm asset markets from 2013-2019, in which the CBOE Volatility Index (VIX) averaged just below 15, volatility in asset markets has returned 1 and investors have been looking for ways to protect themselves.

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How The Market Shapes Your Portfolio

A Wealth of Common Sense

In a rational world every investor would set their asset allocation based on their willingness, ability and need to take risk. One would balance a range of expectations for the various asset classes and match those possibilities with their goals and objectives. But we live in an irrational world — one in which experienc.