In this episode of Zephyr’s Adjusted for Risk Podcast, Ryan Nauman, Market Strategist at Zephyr, hosts Paisley Nardini, Managing Director Head of Multi-Asset Solutions at Simplify Asset Management. They discuss the evolution of financial markets and the importance of diversification amid increasing correlations between historically low correlated assets. Paisley offers insights into innovative investment strategies, particularly focusing on liquid alternatives and managed futures, and their relevance in building resilient and diversified portfolios. Tune in for a deep dive into modern portfolio construction and learn why an active approach might be the key to unlocking better investment outcomes.
Zephyr can help financial advisors create modern diversified portfolios. Learn more here.
Learn more about Simplify Asset Management here.
00:00 Welcome to Zephyr’s Adjusted for Risk Podcast
00:59 Introducing Paisley Nardini and Simplify Asset Management
02:05 The Importance of Diversification in Modern Portfolios
06:51 Trends in the Current Market Environment
09:44 The Role of Active Management and Defined Outcome Strategies
20:49 Understanding Diversification and Risk Management
23:11 Stocks and Bonds Correlation Shift
23:14 Exploring Liquid Alternatives
24:16 Private Markets as Diversifiers
27:12 Introduction to Managed Futures
29:37 The Role of Commodities in Portfolios
34:29 Active vs Passive Commodity Strategies
41:04 Concluding Thoughts and Resources
