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.
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.