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We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and...
We are joined by Vice President of Fidelity's Asset Allocation Research Team, Jake Weinstein. Host Chris Boyd, CFP®, has a wide range conversation with Jake about issues that face investors today in regard to Asset Allocation. They discuss themes and the implications of inflation, debt, geopolitics and globalization, foreign exchange, aging demographics and more. If you’re thinking about portfolio construction for the next year and the years ahead, listen to this episode for great insight.
To see the Fidelity “Quarterly Market Update” research from Fidelity's Asset Allocation Research Team for the particular quarter, please visit this link: Quarterly Market Update.
Jake Weinstein LinkedIn: https://www.linkedin.com/in/jacob-weinstein-cfa-ab5b4a5
