Balancing Risk and Opportunity: The Path Forward for Institutional Investors
September 27, 2022 01:05:34 PM
Fidelity research found that many institutional investors outperformed expectations in 2021 but are now less confident about meeting their future return targets. Facing headwinds from a shifting macro environment and potential long-term higher inflation, some investors are wondering how to successfully navigate current conditions.
Join us for a discussion with Fidelity’s Brett Sumsion, CFA, Portfolio Manager and Co-Manager of Fidelity’s target date strategies, David Gaito, Head of Direct Lending in the High Income and Alternatives division and Lance McInerney, CFA, Institutional Portfolio Manager, as they explore how institutional investors may seek to position their portfolio allocations against a backdrop of higher inflation and lower return expectations.
They will share their unique perspectives on opportunities for paths forward in a time of profound change and heightened volatility in global financial markets. Topics will include:
The different ways investors are approaching market expectations of secular inflation and portfolio yield-generation challenges
Fidelity’s macro outlook, and how it influences our thinking about strategic asset allocation
The changing landscape for alternative investing, with a particular focus on the current market opportunity for direct lending