Managing portfolios at business cycle inflection points
September 29, 2022
Watch Fidelity’s Director of Model Portfolio Business Development, Kevin Cousineau, Fidelity’s Vice President of Asset Allocation Research, CFA and Research Analyst, Jacob Weinstein, and Altruist’s Head of Investments, Adam Grealish as they unpack how you can best manage client portfolios at business cycle inflection points. They also share tactical strategies on how this affects your practice so that you can deliver risk-adjusted returns.
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