The Asset Allocator: What Now

Falling knife or V-shaped recovery? What’s next? These are the sort of questions analysts are preoccupying themselves with, but they’re the wrong questions because their answers are inaccessible to us. This podcast (4:48) suggests that there is something advisors should be doing now, which is not based on dangerous speculation but rather on principles of portfolio management: Namely, it is time to rebalance. Learn more about your ad choices. Visit megaphone.fm/adchoices