RLAM Likes Emerging-Market Equities, High-Yield Bonds

The video discusses portfolio construction, focusing on the 60/40 equity-bond strategy and its past success. It highlights the need for diversification in multi-asset funds, including equities, commodities, and fixed income. The speaker is optimistic about long-term market growth despite short-term challenges like geopolitical tensions and COVID. The video also explores technology's role in market trends and the importance of growth sectors.

How does the speaker view the future of the 60/40 investment strategy?

What are the key components of the multi-asset funds mentioned in the text?

What factors are influencing the short-term outlook for stock markets according to the speaker?

What does the speaker suggest about the relationship between growth and value trends in the stock market?

What is the speaker's perspective on the technology sector's performance?