• Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

  • 2024/03/07
  • 再生時間: 35 分
  • ポッドキャスト

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

  • サマリー

  • While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.

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あらすじ・解説

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.

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