While it may be a difficult year ahead, we have confidence that for active asset allocators there will be many opportunities to trade markets. The days of the 60:40 portfolio and passive asset allocation are dead. One needs a diverse portfolio across multiple asset classes, active asset allocation within those asset classes and/or sectors; and most importantly to be nimble. We believe it is unlikely that headline index returns will be comparable to those seen over the last 10 years, and asset allocators will have to work hard by moving money geographically, sectorally and with style bias to achieve returns. Read more about how Apollo can help you and your clients navigate the uncertain times ahead.
