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  • Trends with Benefits

    Trends with Benefits #55: The State of Asset Allocation with Dana D’Auria

    Ed Lopez, Head of ETF Product
    June 09, 2021
     

    In this week’s episode I get to run the gamut of asset allocation topics with Dana D’Auria, Co-CIO at Envestnet PMC. As someone who helps implement investment solutions for wealth managers, I wanted to cover a number of questions that were bouncing around my head about how asset allocators were navigating some of the “buzziest” trends in investment markets today including the 60/40 portfolio, thematics, growth to value rotation, ESG and the potential for higher taxes.


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    Asset Allocation Challenges

    Market environments like we’re living through now, are why you pay for professional advice on your portfolio. There are a whole host of concerns that investors need to navigate. For one, with interest rates as low as they are, risks are higher for income investors that are banking on their bond allocations to be a counterweight to their stock allocations or to provide current income. So, then where do you go?

    Also, more investors are facing a wave of new and shiny objects in the way of thematic strategies or crypto and a heavy dose of media attention to the growth-to-value rotation. Not that any of these are bad in concept, but it raises issues of how investors should think about these and how to incorporate these new dynamics into a portfolio. Among other topics top of mind for Dana, is the alpha-thesis in ESG investing and tax policy. All topics I had fun discussing with Dana.

    Trend or Fad

    Listen for Dana’s take on alternative protein, meme stock trading, CGI fashion models, inflation and connected home fitness.

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    IMPORTANT DISCLOSURES

    Please note that Van Eck Securities Corporation (an affiliated broker-dealer of Van Eck Associates Corporation) may offer investments products that invest in the asset class(es) discussed in this podcast.

    The views and opinions expressed are those of the speaker(s) but not necessarily those of VanEck. Commentaries are general in nature and should not be construed as investment advice. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results, are valid as of the date of this communication and subject to change without notice. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Any discussion of specific securities/financial instruments mentioned in the commentary is neither an offer to sell nor a solicitation to buy these securities. Fund holdings will vary. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index. Information on holdings, performance and indices can be found at vaneck.com.

    All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is no guarantee of future performance.

    Van Eck Associates Corporation

  • Authored by

    Ed Lopez
    Head of ETF Product

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