CE Credit Opportunity: Webinar – Avoiding the Blind Spots of the 60/40 Portfolio Approach

CE Credit Opportunity
Webinar – Avoiding the Blind Spots of the 60/40 Portfolio Approach

Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.

In this webinar through a Catalyst/Rational Funds partnership with AssetTV, Rodrigo Gordillo of ReSolve Asset Management and a Rational Funds portfolio manager, explains. Audience participants learn about the two major blind spots of the classic 60/40 investment portfolio: how passive investing typically fairs during periods of inflation and prolonged multi-year bear markets, the ideal type of multi-asset strategy for these two regimes, and how active multi-asset strategies can work to help investors create more robust portfolios for the new economic regime.
CE Credits are available following the completion of the course.

This 60-minute webinar also includes a case study of a blended portfolio’s performance during various market environment to illustrate the theories being explained.

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Rodrigo Gordillo
Rodrigo Gordillo
Rodrigo is President & Portfolio Manager of ReSolve Asset Management SEZC and has over 15 years of experience in investment management. He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad (Wiley) as well several whitepapers and research focused on adding new insights to the quantitative global asset allocation space. Rodrigo began his career on the institutional side with John Hancock before transitioning to the ultra-high net worth space at a boutique wealth management firm. Subsequently, Rodrigo continued to evolve his quantitatively focused investment methodology as Portfolio Managers at Macquarie Canada and Dundee Goodman Private Wealth before launching ReSolve Asset Management Inc in 2015 and ReSolve Asset Management SEZC in 2020. Specialties: Long/Short Quantitative Investment Strategies , Risk Parity, Adaptive Asset Allocation, Global Tactical Asset Allocation , Portfolio Optimization.

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