Marc To Markets

Is Traditional Asset Allocation Dead?

January 20, 2023 Marc Penziner & Deacon Turner Season 8 Episode 1
Marc To Markets
Is Traditional Asset Allocation Dead?
Show Notes

After a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in popularity. How does this all come together for investors? How should investors think about the risks and rewards when moving outside the traditional stock/bond asset allocation framework? To explore these and other topics I'm joined on this episode by Deacon Turner, Senior National Managing Director at Bernstein Private Wealth Management.

With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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