This week, we focus on how shifting macroeconomic conditions are driving the need for greater portfolio diversification.

Elevated inflation volatility and geopolitical uncertainties are reshaping asset allocation strategies, with alternatives like private equity, infrastructure, and private credit becoming vital for generating returns and managing risk.

Real assets, offering inflation-linked cash flows, and growth sectors within private equity, such as technology, present compelling long-term opportunities. As traditional 60/40 portfolios face limitations, adapting to this new landscape is essential for resilient wealth management, in our view.

For a more detailed analysis and walkthrough, please contact one of Vantage Capital’s advisors.

The full report is available via the “Download Document” button below.