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Asset Allocation Panel

Released on Thursday, October 5, 2023ALTERNATIVE INVESTMENTS

In the last 18 months, the world has turned upside down. Interest rates and oil prices are up, stock prices are on a roller coaster and mortgage rates are through the roof. A long-awaited recession has yet to occur. In this highly uncertain world, two experts offer their insights into how advisors should allocate clients assets.



CFP Board Pending/1 Hour I&WI CE Credits



Jack Ablin
Cresset Capital, CIO
Nancy Davis
Quadratic Capital Management, LLC, Managing Partner and CIO
Kristina Hooper
Invesco, Chief Global Market Strategist
Evan Simonoff
Financial Advisor Magazine, Editor-in-Chief and Editorial Director

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