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The traditional 60/40 stock/bond portfolio is on pace for its worst performance in 80 years and Treasury bonds might register their worst performance in 200 years! Investor anxiety seems to be rising in lock-step with interest rates.
All this contributes to a high level of uncertainty for those who oversee endowments and foundations.
In this episode, Bob DiMeo and Devon Francis help investment committees (or any nonprofit leader overseeing investments) combat market uncertainty through four key action items.
You will learn the following:
- Why good stewards need to separate today’s news from the noise
- Important considerations regarding expected investment returns moving forward
- Insights into alternative asset classes, especially in light of higher interest rates
- An important step in ESG investing that many organizations are overlooking
- And more!
Related: The Secret Sauce for High-Performing Nonprofit Organizations