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Guest Expert: Brandon Hall, J.P. Morgan Asset ManagementBrandon Hall, Research Analyst from J.P. Morgan Asset Management, hosted an insightful webinar designed for financial advisors interested in diversifying client portfolios with alternative investme...
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A few comments from listeners when they were asked what the learned from the webinar:
Since I do not create my own portfolios, this acted as a great discussion of overall economic trends and other ways of looking at those from different viewpoints.
- Anne K.
I learned about "cost" of 60/40 portfolio and how it has changed over time; interesting to use "real yield" from 60/40 to show "need" for alternatives to increase real yield of portfolio.
- Matthew H.
Bubble chart (pg 9) was helpful, as were other charts. Useful topic. JP Morgan tends to have good information/charts. Dr. Kelly & his team provide interesting insights/perspective.
- Robert D.
Since I do not create my own portfolios, this acted as a great discussion of overall economic trends and other ways of looking at those from different viewpoints.
- Anne K.
I learned about "cost" of 60/40 portfolio and how it has changed over time; interesting to use "real yield" from 60/40 to show "need" for alternatives to increase real yield of portfolio.
- Matthew H.
Bubble chart (pg 9) was helpful, as were other charts. Useful topic. JP Morgan tends to have good information/charts. Dr. Kelly & his team provide interesting insights/perspective.
- Robert D.
Since I do not create my own portfolios, this acted as a great discussion of overall economic trends and other ways of looking at those from different viewpoints.
- Anne K.
I learned about "cost" of 60/40 portfolio and how it has changed over time; interesting to use "real yield" from 60/40 to show "need" for alternatives to increase real yield of portfolio.
- Matthew H.
Bubble chart (pg 9) was helpful, as were other charts. Useful topic. JP Morgan tends to have good information/charts. Dr. Kelly & his team provide interesting insights/perspective.
- Robert D.