We believe that “market disruption” as an investment theme is more than just a fad, and it is likely to become a long-term investing trend. Scott Welch provides a solution for advisors who have clients seeking to engage in the “market disruption” theme from an investment perspective.
Advisors planning to use model portfolios need to understand how and why they are built to be confident in discussing them with their end clients. Scott Welch explains why transparency is key in model portfolio adoption.
There has been a recent increase in interest from investors seeking diversification in their portfolio through low-volatility strategies. Scott Welch explains how our multifactor strategies may be able to help investors seeking smarter diversification without overpaying for the benefit of “low volatility.”
Despite the disruptions caused by the pandemic in the first half of the year, our outlook from an asset allocation perspective has not changed from what it was at the start of the year. We are still following the same four main themes, Scott Welch discusses.