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Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents
In a market climbing a wall of worry, Alfred Lee, Deputy CIO at Q Wealth Partners, breaks down what’s really driving resilience in equities, the pitfalls of the 60/40 portfolio, and why private markets may hold the key to asymmetric opportunities.
Summary
Alfred Lee, Deputy Chief Investment Officer at Q Wealth Partners, joins us for a deep dive into the future of portfolio construction, the limitations of legacy models, and the overlooked opportunities in private markets.
With over two decades of experience—from building BMO’s ETF platform from the ground up to shaping Q Wealth’s investment…
The skinny
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