The Rebalancing Conundrum: Private Equity Valuations and Market Dislocations
We show how portfolio rebalancing hinges on the PE valuation approach. CIOs need to understand this connection and how it affects their portfolio’s liquidity.
Managing Director of PGIM’s Institutional Advisor & Solutions Group, Noah Weisberger, joined Yahoo Finance to discuss the effectiveness of policies imposed by the Fed and macroeconomic drivers behind U.S. stock-bond correlation.
By Junying Shen — May 6, 2021
Stock-bond correlation is not immutable. A shift to positive stock-bond correlation affects the tradeoff between portfolio expected return and risk.