Is the equity portion of the investor’s portfolio in line with the current market environment? OppenheimerFunds Senior Economist Brian Levitt argues that, as a starting point, it should at least mirror the world’s market capitalization. Levitt offers up more critical insight from there.
Interested in hearing more about Portfolio Allocation from OppenheimerFunds’ Senior Economist, Brian Levitt?
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Investment Insight Series
OppenheimerFunds, in partnership with ThinkAdvisor, bring you the Investment Insight Series which features interviews with their Economist and Portfolio Managers. Learn about the current financial landscape and apply these insights to modern day portfolio construction.
Views from Krishna Memani, Chief Investment Officer
|Interest Rates: How Low for How Long|
|Missing Out: The Opportunity Cost of Low Yield Investments|
|Fixed Income: What Comes Next?|
|All Weather Investments: Income in Rising and Falling Rate Environments|
Views from Justin Leverenz and Heidi Heikenfeld, Co-Portfolio Managers
These views represent the opinions of OppenheimerFunds and are not intended as investment advice or to predict or depict performance of any investment. These views are subject to change based on subsequent developments.
Carefully consider fund investment objectives, risks, charges and expenses. Visit oppenheimerfunds.com, call your advisor or 1.800.225.5677 (CALL.OPP) for a prospectus with this and other fund information. Read it carefully before investing.
Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.
OppenheimerFunds Distributor, Inc. is not affiliated with ThinkAdvisor.
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