We recently sat down with Som Seif, CEO, Purpose Investments, for an in depth conversation on interest rates, how and where to invest in fixed income now, and what the optimal equity allocation looks like, to him, right now, as part of a broader conversation on what an ideal portfolio should look like, for the challenging markets we are facing ahead.
First, we talked about whether the Fed is ahead of the curve on monetary policy.
In the second segment, we talk about how in the longer period ahead, investors must tackle the challenge that conventional bond investing will be a high risk, low return proposition.
Does it make sense to continue to hold large positions in investments that will potentially harm your portfolio 11 out 12 months of the year, just because they have been conventional portfolio holdings for 3 decades?
