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US Equity in Asset Allocation (EN)

US Equity in Asset Allocation (EN)

FINANZ Podcast vor 1 Woche

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41:26

US equities remain a cornerstone of global portfolios, supported
by deep capital markets and a strong track record of innovation.
However, elevated valuations, rising interest rates and
geopolitical uncertainty raise important questions about their
role in asset allocation.

In this episode, Ryan Reardon from State Street Investment
Management, Francesco Manfredini from Comgest and Christoph Gum,
CEO of Private Alpha, discuss how US equities should be
positioned in today's investment landscape. The panel explores
strategic portfolio weightings, risk management and opportunities
for long-term portfolio construction. The discussion is moderated
by Young-Sim Song, business journalist at AWP Finanznachrichten.

Key Topics:

The role of US equities in global portfolios

Strategic asset allocation and portfolio weighting

Valuations and interest rate developments

Geopolitical risks and market uncertainty

Risk management in US equity investments

Long-term investment opportunities

Innovation and the US equity market

Speakers:

Ryan Reardon, Senior ETF Strategist, SPDR ETF Strategy &
Research, State Street Investment Management

Francesco Manfredini, Analyst & Portfolio Manager,
Comgest

Christoph Gum, CEO, Private Alpha

Moderation:

Young-Sim Song, Business Journalist, AWP Finanznachrichten

More podcast episodes and information:

https://www.finanz-ch.ch/

Disclaimer

DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.

EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.