• Trends with Benefits

    The State of Asset Allocation with Dana D’Auria

    Ed Lopez, Head of ETF Product

    In this week’s episode I get to run the gamut of asset allocation topics with Dana D’Auria, Co-CIO at Envestnet PMC. As someone who helps implement investment solutions for wealth managers, I wanted to cover a number of questions that were bouncing around my head about how asset allocators were navigating some of the “buzziest” trends in investment markets today including the 60/40 portfolio, thematics, growth to value rotation, ESG and the potential for higher taxes.

    Listen to Podcast

    Subscribe Now

    Apple Podcasts

    Apple Podcasts |

    Google Play

    Google Play |

    Spotify Spotify |

    Stitcher Stitcher|

    Sound Cloud SoundCloud

    Asset Allocation Challenges

    Market environments like we’re living through now, are why you pay for professional advice on your portfolio. There are a whole host of concerns that investors need to navigate. For one, with interest rates as low as they are, risks are higher for income investors that are banking on their bond allocations to be a counterweight to their stock allocations or to provide current income. So, then where do you go?

    Also, more investors are facing a wave of new and shiny objects in the way of thematic strategies or crypto and a heavy dose of media attention to the growth-to-value rotation. Not that any of these are bad in concept, but it raises issues of how investors should think about these and how to incorporate these new dynamics into a portfolio. Among other topics top of mind for Dana, is the alpha-thesis in ESG investing and tax policy. All topics I had fun discussing with Dana.

    Trend or Fad

    Listen for Dana’s take on alternative protein, meme stock trading, CGI fashion models, inflation and connected home fitness.

  • Important Disclosure

    For informational and advertising purposes only.

    This information originates from VanEck (Europe) GmbH which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin). The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice. VanEck (Europe) GmbH and its associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward looking statements, which do not reflect actual results. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. All indices mentioned are measures of common market sectors and performance. It is not possible to invest directly in an index.

    All performance information is historical and is no guarantee of future results. Investing is subject to risk, including the possible loss of principal. You must read the Prospectus and KIID before investing.

    No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.

    © VanEck (Europe) GmbH


  • Authored by

    Ed Lopez
    Head of ETF Product

    Explore My Insights