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Asset Allocation Panel
Released on Thursday, October 5, 2023•ALTERNATIVE 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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