Marc To Markets

Is Traditional Asset Allocation Dead?

Marc Penziner & Deacon Turner Season 8 Episode 1

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After a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in popularity. How does this all come together for investors? How should investors think about the risks and rewards when moving outside the traditional stock/bond asset allocation framework? To explore these and other topics I'm joined on this episode by Deacon Turner, Senior National Managing Director at Bernstein Private Wealth Management.

With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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