In the latest installment of CXO, we are joined by Michael Antonelli, Managing Director, Market Strategist at Baird. Michael and many others in his position have long argued that the 60/40 portfolio is a relic of the past, with the forward return expectations being the lowest they have been in decades. What’s next? As portfolios evolve, investor behaviors may too – how does the wealth management community keep up with the times?
Hear Michael's views on:
- Risk-taking, risk-seeking, the difference between these two things.Setting asset allocation as ‘the guiding principle of good wealth management’.
- Crafting portfolios that bring clients to the conversation.
- Debunking myths about millennials, as the largest investing generation alive approaches their prime.
- Championing ‘edutainment,’ style, and personality in the world of finance.
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