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Multi-Asset Investing Podcast – Portfolio Changes Amid a Value Rotation

Multi-Asset Investing Podcast – Portfolio Changes Amid a Value Rotation

At the start of the new quarter, Steven Shepherd and Brittany Baumann of the Multi-Asset Solutions Team offer a timely update on their portfolio strategy, explaining which positions could benefit in a reopening trade – and beyond. Our experts dive deep into equities and fixed income, discussing their views on regional allocation, persistent strength in small caps and rising bond yields. They also touch on recent economic data from the US and Canada, which may foreshadow market movements yet to come.

Speakers: Steven Shepherd, Director and Portfolio Manager, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team

Multi-Asset Investing Podcast – Portfolio Changes Amid a Value Rotation

At the start of the new quarter, Steven Shepherd and Brittany Baumann of the Multi-Asset Solutions Team offer a timely update on their portfolio strategy, explaining which positions could benefit in a reopening trade – and beyond. Our experts dive deep into equities and fixed income, discussing their views on regional allocation, persistent strength in small caps and rising bond yields. They also touch on recent economic data from the US and Canada, which may foreshadow market movements yet to come.

Speakers: Steven Shepherd, Director and Portfolio Manager, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team

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