Finding Portfolio Yield and Value in Times of Volatility

Market volatility continues to be a major headline of 2020, due to economic turmoil caused by the Coronavirus pandemic.  With stimulus negotiations between Congress and White House ongoing, economic volatility continues to be a theme of 2020 investment strategies.

Investors and consumers alike are shifting their focus to various different industries with a focus on speed, flexibility, health, and safety—but are these areas sustainable over the long-term?  

This episode of the Wealth Matters Podcast explores best practices for portfolio construction and finding opportunities for yield in the midst of a historic global pandemic and market uncertainty.  Joining Gary to share their insights are two leading voices in our Family Wealth investment practice, Senior Vice Presidents and Investment Consultants with Key Family Wealth, Jennie R. Tyndall and Daniel Moore.

Listen to this episode as Gary, Jennie, and Dan take a deep dive into:

-        What has been done by the Fed to assist in recovery from the pandemic-driven recession.

-        How current perceived “safe” low yields are perceived are liked to Federal policy.

-        Why traditional approaches to cash aren’t as effective anymore

-        What a high conviction active manager is and how certain managers provide selectively higher yields

-        A review of real estate, private credit, bond variants, and other alternative vehicles that could present unique opportunities for yield