Portfolio Strategy in a Rising-Rate Market

Investment professionals discuss how investors might think about portfolio construction amid market volatility and rising interest rates. The conversation compares the traditional 60/40 allocation with alternative strategies and considers how investors’ time horizons and risk tolerance can shape their choices.

■ Portfolio construction and diversification
- The 60/40 approach, bond ladders, and individual bonds
- Managed futures and the role of alternative investments
- Core-and-satellite strategies and sector diversification

■ Market conditions and investment themes
- Interest rates, inflation, government debt, and economic growth
- Valuations, market concentration, and sectors discussed as potential areas of interest
- Geopolitical risks and the closing outlook on company characteristics

The discussion offers context for individual investors, particularly those approaching retirement, but does not provide a personalized allocation plan or a detailed comparison of investments. Viewers can use the topics as a starting point to review their time horizon, risk tolerance, diversification, and the role of any alternatives with a qualified adviser.