Rethinking Portfolio Diversification with guest Phil Huber of Cliffwater
Traditional investing wisdom is being tested. With rising bond yields, market volatility, and an evolving landscape of alternative investments, how should investors think about diversification today?
In the latest episode of The Money & Meaning Show, Jeff Bernier sits down with Phil Huber, Managing Director and Head of Portfolio Solutions at Cliffwater, to explore:
- Why the traditional 60/40 portfolio is facing challenges
- The role of private credit, private equity, and alternative investments
- How liquidity impacts returns and portfolio decisions
- What investors should consider when exploring private markets
Phil, also the author of The Allocator’s Edge, brings a fresh perspective on building resilient, well-diversified portfolios in today’s environment.
Tune in for a thoughtful conversation on building a more resilient portfolio in today’s shifting investment landscape.
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TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
🎧 Tune in to rethink how you approach wealth, happiness, and personal growth.
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Important Disclosures: bit.ly/3MbScI5, bit.ly/3eB9iCS
