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Podcast: Excess Returns
Episode: An In Depth Look at Multi-Asset Investing with Westwood's Adrian Helfert
Description: We are currently in a very interesting time for investors. We have experienced a run in equities following the 2020 decline that many did not think was possible. We have seen unprecedented fiscal stimulus and many are worried about inflation. And despite all of that, bond yields remain very low. This week we take a look at all the major asset classes and how we can make sense of the current situation with Westwood's Adrian Helfert. We discuss the future of stocks and bonds, as well as the outlook for alternative assets like commodities and gold. We also discuss the l...