In this record-low interest rate environment, advisors will need to adapt—stepping beyond traditional asset allocation and the 60/40 portfolio to keep up with a shifting market that's seen interest rates approaching zero and lower forward returns expected across all asset classes.
As we head into Q3—which many analysts see poised to bear significant ongoing fallout from the Covid-19 crisis—watch BCM Portfolio Manager Dave Haviland join Jenna Dagenhart of AssetTV to discuss strategies for taking risk opportunistically, managing loss avoidance, and meeting clients' return and income needs in this new decade's distinct investment climate.