Quarterly Outlook: Portfolio Construction

Please join Portfolio Construction Heads, Juan Correa and Brian Payne for their Quarterly Outlook Webcast.

Wednesday, July 22
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

In this Webcast, Juan and Brian will discuss why investors:

1. Should Overweight Private Equity
2. Should rotate out of momentum stocks into quality and hyperscalers
3. Should downgrade Late-Stage Venture Capital

They will also discuss their outlook on the macro economy, fixed income, rates, real estate, infrastructure and liquid alternatives