US equities remain a cornerstone of global portfolios, supported by deep capital markets and a strong track record of innovation. However, elevated valuations, rising interest rates and geopolitical uncertainty raise important questions about their role in asset allocation. In this episode, Ryan Reardon from State Street Investment Management, Francesco Manfredini from Comgest and Christoph Gum, CEO of Private Alpha, discuss how US equities should be positioned in today's investment landscape. The panel explores strategic portfolio weightings, risk management and opportunities for long-term portfolio construction. The discussion is moderated by Young-Sim Song, business journalist at AWP Finanznachrichten.
US equities remain a cornerstone of global portfolios, supported by deep capital markets and a strong track record of innovation. However, elevated valuations, rising interest rates and geopolitical uncertainty raise important questions about their role in asset allocation.
In this episode, Ryan Reardon from State Street Investment Management, Francesco Manfredini from Comgest and Christoph Gum, CEO of Private Alpha, discuss how US equities should be positioned in today's investment landscape. The panel explores strategic portfolio weightings, risk management and opportunities for long-term portfolio construction. The discussion is moderated by Young-Sim Song, business journalist at AWP Finanznachrichten.
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