NASDAQ Trade Talks
Jill Malandrino, Interview, August 26, 2020
Stuart Katz, CEO and CIO of Robertson Stephens, shares his thoughts in an interview with NASDAQ’s Trade Talks, about the current U.S. relationship with China, the upcoming U.S. presidential election, and the likely long-term impact on our client portfolios. He compares our relationship with China to the early rounds of a heavyweight title boxing match. He talks about the market’s historic performance of past presidential elections and how this contest might play out both near term and longer term. He also addresses the need to rethink the traditional 60/40 investment portfolio with the use of alternatives given today’s near zero yielding fixed income allocations in client portfolios.
Watch the interview here.
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