Portfolio Insights: Effective Investment Strategies in the Current Market
The Vanguard Advisor Portfolio Analytics and Consulting® (PA&C) team engages with hundreds of advisors each year about portfolio construction topics, and it also has access to thousands of advisor portfolios through Vanguard’s digital investment analytics tools. In this webinar, Ryan Barksdale, CFA, CFP®, Vanguard’s head of PA&C, will discuss key portfolio construction trends across asset classes, sectors, and investment styles. He will explain common exposures and how portfolio positioning has evolved. Mr. Barksdale will highlight how international stocks can improve diversification and returns, and because advisors are currently worried about the threat of higher inflation, he will explain which strategies are likely to help portfolios if inflation rises meaningfully.