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Traditional Asset Classes in the New Normal

2020 Milken Institute Asia Summit

Traditional Asset Classes in the New Normal

Wednesday, December 09, 2020
4:45 PM - 5:25 PM
Zoom Webinar

In finance, uncertainty is risk. Investment managers accustomed to mitigating risk with multi-asset class portfolios find themselves facing a world overcome by trade and geopolitical tensions, the coronavirus pandemic, negative GDP growth, and rising nationalism. How would long-only funds find alpha amid the uncertainty brought on by these challenges? What's the strategy for credit and private equity amid continuous rounds of quantitative easing and skyrocketing fiscal debt? Is gold returning as an obvious safe-haven asset over dollar-backed assets?