Written by David M. Haviland

Deliver What Investors Expect

Watch: How to Invest Opportunistically and Defensively in a New Investment Paradigm

July 16, 2020 |

In this record-low interest rate environment, advisors will need to adapt—stepping beyond traditional asset allocation and the 60/40 portfolio to keep up with a shifting market that’s seen interest rates approaching zero and lower forward returns expected across all asset classes.

 

As we head into Q3—which many analysts see poised to bear significant ongoing fallout from the Covid-19 crisis—watch BCM Portfolio Manager Dave Haviland join Jenna Dagenhart of AssetTV to discuss strategies for taking risk opportunistically, managing loss avoidance, and meeting clients’ return and income needs in this new decade’s distinct investment climate.

 

 

 

You can also read our written 2Q20 Market Commentary by BCM’s Portfolio Management team here. 

 

If you’re looking for investment strategies engineered to provide global growth without sacrificing the ability to shift away from falling asset classes during periods of high volatility and/or drawdown, contact one of our regional consultants.

 

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Disclosure: As with all investments, there are associated inherent risks including loss of principal. This material is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument, nor should it be construed as financial or investment advice. The views and opinions expressed throughout this piece are as of the time of publication. The opinions or outlooks may change over time with changing market conditions or other relevant variables.

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