Tag: Real Assets
Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine

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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Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan

Wealth Management Invest: Real Assets, Active ETFs and Real Estate with Dan Noonan

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In this episode of the Wealth Management Invest podcast, host David Bodamer sits down with Dan Noonan, executive vice president at Cohen & Steers, to discuss how real assets are being incorporated into portfolios across the wealth management channel. Dan shares how sectors such as real estate, infrastructure, commodities and natural resource equities can contribute to diversification and income, and explains how advisors are approaching these asset classes as market conditions evolve.

Dan also breaks down the differences between listed and private real estate investments, including how liquidity, income and volatility profiles compare. In addition, Dan discusses the growing adoption of active ETFs within specialized sectors and highlights opportunities emerging in areas like necessity retail properties and next-generation real estate categories such as data centers and cell towers.

Key takeaways:

  • Renewed advisor interest in real assets as diversification and inflation mitigation tools
  • Key differences between listed and private real estate and how each fits into portfolio construction 
  • The expanding role of active ETFs in specialized asset classes such as real estate and infrastructure
  • How next-generation real estate sectors like data centers and cell towers are shaping the market

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Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

Wealth Management Invest: Cerity’s Tom Cohn on Private Market Allocations

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In this episode of the Wealth Management Invest Podcast, host David Bodamer interviews Tom Cohn, partner and chief solutions officer at Cerity Partners. They explore the significance of private markets in client portfolios and discuss asset allocation strategies. 

Tom shares insights on the evolution of private markets, the rise of evergreen structures and the impact of macroeconomic trends on investment decisions.

They discuss:

  • Key considerations for client portfolios, including illiquidity risk and asset class diversification
  • The growing importance of data centers and AI-driven infrastructure investments
  • How secondaries provide diversification and reduce risk exposure
  • The shift of credit opportunities from banking to asset management 

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