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MiB: Elizabeth Burton, Goldman Sachs Asset Management

The Big Picture

This week, we speak with Elizabeth Burton , managing director and client investment strategist at Goldman Sachs Asset Management. She advises institutional clients on investment strategies and portfolio objectives, working alongside global client advisers and product strategists across public and private markets.

Assets 306
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Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?

Nerd's Eye View

Many investors are familiar with private equity as an alternative asset class, which is popular with certain high-net-worth and institutional investors as a vehicle for diversification and a source of potentially higher risk-adjusted returns than what is available on the public market.

Assets 218
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Research links: asset class access

Abnormal Returns

mrzepczynski.blogspot.com) Catastrophe bonds as portfolio diversifier. (ft.com) Research Does it matter what time zone your stocks trade in? insights.finominal.com) How macroeconomic announcements affect fixed income markets. morningstar.com) Not every ESG measure moves in the same direction, return-wise. papers.ssrn.com) Bitcoin is volatile.

Assets 260
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Wednesday links: ancient asset returns

Abnormal Returns

Strategy There's a good chance you need to rebalance your portfolio. morningstar.com) Bonds outperform bills leading up to a Fed rate cut. carsongroup.com) Apple What's going on with Apple's ($AAPL) Vision Pro? om.co) Apple ($AAPL) is adding a new Stolen Device Protection setting.

Assets 276
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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week Three assets that don't diversify your portfolio as well as you think. awealthofcommonsense.com) Risk-on assets have failed to outperform in 2024. morningstar.com) The problematic math of passing down generational wealth. blogs.cfainstitute.org) International diversification requires a long time horizon.

Math 296
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Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Wealth Management

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

Portfolio 122
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Top clicks this week on Abnormal Returns

Abnormal Returns

abnormalreturns.com) Top clicks this week Seven reasons you may want to venture away from the market portfolio. humbledollar.com) Rebalance your portfolio to tame risk, not to increase returns. riabiz.com) Asset managers are seeing falling profitability. (abnormalreturns.com) A lifetime subscription is anything but.

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