Adrian Helfert, chief investment officer of Westing Holdings Group (AUM ~$16B), joins Forward Guidance to share his quantitative approach to asset allocation. He explains why, even with the drastic surge in interest rates, he prefers an overweight allocation to equities over bonds. Filmed on February 21, 2024.
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Timestamps:
00:00 Introduction
00:54 Stocks Vs. Bonds
05:19 Upside Downside Capture On Bonds
08:24 Overweight Stocks Over Bonds
21:44 VanEck Ad
22:29 Stock Market Valuations
30:51 Return Attribution In Equity Portfolio
37:26 Breadth In Stock Market
45:00 Notion of "Equity Duration" Is Mostly Just A Narrative
49:11 Comparisons To Dot Com Bubble
53:40 Bond Market Outlook on Credit & Duration Risk
55:55 The Fed And The Wealth Effect As The "Third Leg Of The Monetary Policy Stool"
57:01 Are Financial Conditions Tight Or Loose?
01:01:52 Investing With An Income Focus
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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