Dan Suzuki: A Regime Shift in the Investment Cycle

Published on
April 13th, 2021
57 minutes

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Dan Suzuki: A Regime Shift in the Investment Cycle

Investment Ideas ·
Featuring Dan Suzuki and Ed Harrison

Published on: April 13th, 2021 • Duration: 57 minutes

Dan Suzuki, Deputy CIO at Richard Bernstein Advisors LLC, joins Real Vision managing editor Ed Harrison for a deep dive re-evaluation of portfolio asset allocations as the global economy is poised to recover from the COVID-19 pandemic economic shutdown. Suzuki suggests that what worked in the last decade – growth over value, U.S. exposure over international, large cap stocks over small cap, and investing in tech dominated companies – may not work in the coming cycle, and such allocations need to be rotated. Filmed April 7, 2021.

Key Learnings: Coming out of the economic shutdowns, the market is starting to price in a much faster tightening cycle than the Fed is considering, spurring the need to re-analyze portfolio allocations. A suggested portfolio rotation includes more international exposure over U.S., small cap over large cap and mega cap companies, and a smaller allocation to technology and high-growth sectors.