Quarterly Outlook: Portfolio Construction

Please join Portfolio Construction Heads, Juan Correa and Brian Payne for their Quarterly Outlook Webcast.

Wednesday, July 22
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST

In this Webcast, Juan and Brian will introduce the Portfolio Construction platform and show how it brings Public and Private Markets together in a unified framework. They will then discuss the key allocation views behind why investors:

• Should Overweight Private Equity
• Should rotate out of momentum stocks into quality and hyperscalers
• Should downgrade Late-Stage Venture Capital

They will also discuss their outlook on the macro economy, fixed income, rates, real estate, infrastructure and liquid alternatives.

If viewing in the BCA App, the live webcast can be viewed here.