Evolving Asset Allocation
Meredith shares insights on the strategic shift in asset allocation, highlighting an increased focus on emerging markets and the quality of managers. With a cautious approach to private equity, she emphasizes the importance of building resilience in the portfolio, especially in what feels like a late cycle. The conversation reveals the differences in exposure compared to previous portfolios, underscoring the journey ahead in optimizing investment strategies.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
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