Trends with Benefits #113: Goals-Based Asset Allocation with Jack Ablin
06 February 2024
Listen Time 34:39 MIN
In this episode, I am joined by Jack Ablin, Chief Investment Officer and Founding Partner at Cresset Capital. Jack explains how Cresset focuses on goals-based investing, including meeting clients’ tangible goals like cash flow as well as their intangible ones, such as charitable impact or entrepreneurial ambitions. He reflects on how the narrowness of the market surprised him in 2023 and shares his outlook for 2024, which he expects to be a favorable environment for bonds and equities, but not commodities. We discuss the U.S. fiscal situation and how this affects investors’ planning.
Show Notes:
00:54 About Cresset Capital
04:08 Market surprises in 2023
06:09 Volatility in bond markets
06:59 Absolute returns in 2023
17:08 U.S. fiscal situation
20:10 Tax loss harvesting strategies
23:20 Outlook for 2024
25:23 Long-term trend
29:38 Trend or fad
Trend or Fad
Listen for Jack’s views on artificial intelligence, Bitcoin, India, centenarians, and sideburns.
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