{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"137 Alfred Lee \u2013 2023 Outlook & Strategy: 50 \/ 30 \/ 20","description":"Alfred Lee, Director, Portfolio Manager, and Investment Strategist at BMO Global Asset Management joined us to discuss his outlook for 2023. 2022 was a year of challenges in the financial markets, with investors facing a lot of uncertainty. For 2023, we talk about whether inflation and interest rates are moving in a positive direction. We cover portfolio strategy, zoom in on interest rate policy, fixed income strategy, and take a look at his 2023 market outlook. We discuss factor and sector equity strategy, banks, energy, gold, alternatives, key risks, and his 50\/30\/20 asset allocation portfolio framework, risk budgeting and asset mix. We talk about: \u2022 A lot of investors moved to short term instruments during the last half of 2022. Was that the right move, or was that fear driven? \u2022 What's the likelihood the Fed as well as BoC will soon pause or slow on hiking rates, and if so, for how long? \u2022 Wild cards? The stickier parts of the economy, labour market, the effect higher interest rates are having on housing prices, discretionary income and spending, 18-24 months lag time, China re-opening \u2022 What's your fixed income strategy in this climate where we're hearing a lot of talk about rates remaining where they are for a while, and the high probability of a recession? \u2022 The 'big story' for 2023, is fixed income, and what to do with it, where to go? \u2022 the strategic thinking behind the 75 \/ 25 split in fixed income allocation \u2022 Is it a new regime? Or back to the "Old Normal" \u2022 equities strategy and rationale - Multi-Factor & Sectors? \u2022 alternatives \/ liquid alternatives strategy? \u2022 The demand for diversifiers, liquid alts \u2022 The 50 \/ 30 \/ 20 asset allocation framework. Where to find Alfred and his team at BMO ETFs: BMO ETFs Dashboard BMO ETFs Trade Ideas and Podcasts Alfred lee on LinkedIn Copyright \u00a9 AdvisorAnalyst.com ","author_name":"Insight is Capital\u2122 Podcast","author_url":"https:\/\/advisoranalyst.com\/insight-is-capital-podcast.html","html":"