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If Your Capital Market Assumptions Have Changed, Why Hasn’t Your Portfolio?

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Mike Lynds, Managing Director, Head of Retail Business and Robert Wilson, CFA, Head of Portfolio Construction Consultation Service at Picton Mahoney Asset Management join us to discuss how changing capital market assumptions are creating misalignment between investors’ goals and the strategic asset allocation of their investment portfolios. Given the low interest rate environment, many investors have been seeking thoughtful ways to reduce their allocation to core bonds. Robert explains the tradeoffs involved with this decision and how investors can design portfolios with the potential for improved outcomes by thinking alternatively and taking a total portfolio approach to “fixing” fixed income.