Your investment plan includes using more than just stocks or index funds for investing purposes. The financial outlook includes evaluating bonds and cash investments. Funding distribution among equities, bonds, and cash investments constitutes the investing method known as asset allocation. The basics of this strategy are insufficient to create an effective investment portfolio.
By using strategic and tactical asset allocation together, you gain the necessary instruments to achieve portfolio balance. Dario Schiraldi Deutsche Bank's former MD, provides insights about institutional investment strategies that combine private equity with private credit, structured investments, and ESG-driven approaches to maximize returns and increase resilience.