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Conversations with Frank Fabozzi, CFA, Featuring Mark Anson

By: globalinvestmentstrategy.com

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In this upcoming episode of Conversations with Frank Fabozzi, CFA, Mark Anson, CFA, they discuss how institutional investors are positioning portfolios in a less-synchronized global economy. 

Key Talking Points: 

  • Private credit’s evolution from shadow banking to mainstream allocation
  • Geographic diversification in a less-synchronized global economy
  • Applying the equity risk premium as a valuation discipline
  • Allocating to artificial intelligence across platforms, data centers, and power

 

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