Ep. 7: Lawyering Up - The Impact of Class Action Lawsuits on the Retirement System
Hear from Jerry Schlichter and Jamie Fleckner, two lawyers whose legal battles shaped how the defined contribution retirement space thinks about innovation.
Lorne Johnson, Managing Director and Director of Institutional Solutions at QMA, a PGIM Company, joined Alex Proimos for an episode of Investment Magazine’s “Market Narratives” podcast. During the discussion, Johnson shared insights on US stock-bond correlation regimes based on PGIM’s Institutional Advisory & Solutions group’s research publication, US Stock-Bond Correlation: What are the Macroeconomic Drivers? The two also explored the implications of a shift in stock-bond correlation regimes and policy uncertainty, and how to allocate based on assumptions of growth, inflation, and interest rates. Other topics covered included: how to manage a portfolio during a period of high convexity in interest rates; the suppression of volatility by central banks; unusually high asset correlations; the role of leverage and hedging in portfolios; and the importance of portable alpha overlay strategies.
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.