Diversifying against inflation | Fairfax County CIOs | FTSE Russell Convenes
Having materially outperformed their peers throughout 2022, Katherine Molnar and Andy Spellar return to FTSE Russell Convenes to tell us exactly how they have navigated such difficult markets. Last time, they perfectly predicted the inflationary issues of 2022, and in this interview we discuss:
-Why alternative assets need to be a part of your portfolio
-Why correlation is dynamic and you must always view it as such
-What to expect from interest rates going forward
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Katherine Molnar, Chief Investment Officer, Fairfax County Police Officers Retirement System & Employee System
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Andy Spellar, Chief Investment Officer, Fairfax County Police Officers Retirement System & Employee System
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Jamie McDonald, Refinitiv