InsuranceAUM Podcast: Portfolio Construction Best Practices

November 26, 2024
Bryan Jenkins
Head of Portfolio Strategy & Research
Read Bio
Eric Solfisburg, CFA, CAIA, CLU, ChFC
Principal, Insurance Strategist
Read Bio
  • SHARE
Media Coverage

Head of Portfolio Strategy & Research Bryan Jenkins and Insurance Strategist Eric Solfisburg joined the InsuranceAUM podcast to discuss the best practices for portfolio construction. 


Recent Content

Insights

Weekly Research Briefing: May Flowers

Investors are hoping that the stormy April markets will also lead to some blossoming in their May portfolios. US investors in European equities have seen many of their assets bounce back to highs, especially in German stocks and among the European financial companies.

Read the Research Article
Insights | 45min

From the Desk of Mario Giannini | Market Update

Executive Co-Chairman Mario Giannini continues discussing the global macroeconomic environment and investment opportunities arising from tariff uncertainty. 

Read the Research Article
Insights

Weekly Research Briefing: Cracks Widening

Not much winning right now. The S&P 500 is -13% YTD, US small-caps -18%, and the Magnificent Seven -25%. Even long US Treasury bonds are negative YTD while the US dollar index is -9%. International stocks and Gold is where the green is this year. It didn't have to be this way.

Read the Research Article