The resurgence of inflation as a concern for consumers, businesses, and investors has dominated headlines in our inboxes since October '21 but come December '21, the Consumer Price Index rose to 7% which was the highest it's been since the early '80s*. To make matters worse, the 60/40 portfolio had its worst slide since the onset of the pandemic in March 2020.
With both, bonds and equities underperforming, investors have been looking for new ways to move away from the classic standard of the 60/40 approach. Will allocations to alternatives, such as the private debt markets where assets aren’t bound to publicly traded stocks and bond increase in popularity? If this rings true, what does the modern portfolio look like? Will the long misunderstood private credit instruments finally gain prominence? Are you and your peers ready to navigate the risks associated with these strategies? Additionally, how are or will your clients react to increased inflationary pressures and the subsequent increased volatility?
Do these macro factors potentially add additional stress to your relationships with them or provide an opportunity for you to capture more assets and even perhaps onboard new ones? The RIA Institute invite you to join them and other like-minded RIAs in a safe, socially distanced setting for a candid discussion on these and other relevant topics at the 12th Annual RIA East Investment Forum on Thursday, June 9th at the Renaissance Boston Waterfront Hotel.