Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine
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In this episode of Wealth Management Invest, host David Bodamer speaks with Alicia Levine, chief investment officer at BNY Wealth, about the market forces influencing portfolio decisions. Alicia examines the strength of corporate earnings, why gains are extending beyond large cap technology companies, and how opportunities in small caps and international equities are contributing to a broader investment picture.
For investors concerned about concentration risk, market volatility or the tax consequences of changing a portfolio, Alicia also explains how BNY Wealth approaches diversification. She discusses real assets, short-term fixed income and alternatives, along with current conditions in private credit, the due diligence behind newer investment products and ways tax-managed strategies can help investors make portfolio changes without losing sight of their capital gains budgets.
Alicia discusses:
- How strong earnings across large caps and small caps, and fundamentals in international markets, are broadening equity opportunities
- How real assets, short-term fixed income and alternatives can add diversification to portfolios
- Why newer private credit vintages and fund structures may differ from the direct lending opportunities of several years ago
- How three-year track records, manager research and operational reviews shape decisions on new investment products
- How tax-managed equities, fixed income and capital gains budgets can help investors manage taxable portfolio changes
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