Multi-asset Strategist Adam Berger conducts research for public plans and other total-return-oriented investors, with a focus on asset allocation themes and investment policy issues. Each quarter he highlights his work in his “Top of Mind” publication. The latest edition, which is now available, addresses several key topics:
- The upcoming US elections
- Hidden risks, from inflation to private equity
- The appeal of thematic investing in a low-return world
- Adam also suggests a few resolutions for 2020 and offers quick thoughts on portfolio implementation of his ideas.