October Highlights: Is traditional allocation dead?


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Soaring equity valuations, slumping bond yields and a different economic regime are shifting investment perspectives. It may be time to re-think traditional asset allocation, as risk and return profiles are redefined.

October’s Ivy Live brought together experts from Ivy Investments, Apollo Global Management and Wilshire Associates to help you analyze key factors as you build your clients’ portfolios.


Jeffrey W. Surles, CFA
Portfolio Manager
Ivy Investment Management Company
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Alex Wright
Managing Director
Apollo Global Management, LLC
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Nathan Palmer, CFA
Managing Director, Portfolio Manager
Wilshire Associates
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