MiB: Savita Subramanian, US Equity & Quantitative Strategy, Bank of America
The Big Picture
MAY 17, 2024
She explains what she is concerned about: “The areas that I worry about are that bottomless pit of “unmarked” assets that have doubled or quadrupled in size and asset allocation… Think about the average teacher or firefighter pension plan – it’s 30% illiquid today versus 5% back in the 2000s.
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