Talkin' Shop: The Basics

Eric, CIO of Standpoint, gives a brief overview of some of the factors that he considered when designing an all-weather strategy. He also discusses the importance of making money while the economy is growing, but also having the ability to protect assets during hostile periods. Taxes and fees are also an important consideration when designing a strategy.

Key Takeways

  • Minimizing the impact of fees, taxes, and turnover are high on the priority list of exceptional asset managers.
  • A 60/40 portfolio may perform poorly during a period of stagflation.
  • An all-weather approach has historically performed very well during periods of stagflation.

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