Wealth Management Invest: Opportunities Beyond Large Cap Stocks with BNY’s Alicia Levine
The episode touches on concentration risk, diversification and the operational checks used before adding newer products such as private credit funds. It also discusses how tax-managed equities and fixed income can factor into taxable portfolio changes.
Summary
By the markets & outlook deskAlicia Levine of BNY Wealth joins Wealth Management Invest to discuss how corporate earnings, small caps and international equities are broadening equity opportunities beyond large cap technology. She also covers portfolio diversification through real assets, short-term fixed income and alternatives, and how BNY Wealth approaches private credit and newer investment products. The conversation includes due diligence on fund structures and track records, plus tax-managed strategies for portfolio changes.
- Strong earnings across large caps and small caps, and international market fundamentals, are described as broadening equity opportunities.
- Real assets, short-term fixed income and alternatives are discussed as diversification tools.
- Newer private credit vintages and fund structures may differ from direct lending opportunities of several years ago.
- Three-year track records, manager research and operational reviews shape decisions on new investment products, while tax-managed strategies and capital gains budgets help manage taxable changes.
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