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Nuveen's Griggs: In turbulent markets, small portfolio tweaks have big impacts
Manage episode 484398796 series 3561101
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Brian Griggs, head of portfolio strategy and solutions at Nuveen, says that investors have long had too much dependence on large-cap domestic stocks and an over-reliance on duration in fixed-income allocations, and he says that investors should address those pain points today to address macro-sensitivity caused by today's headlines. Using Nuveen's Nsights anaytical tool — a proprietary system that examines how portfolio changes impact future portfolio performance — Griggs says that investors want to address their portfolio problems now, including holding too much cash, to make portfolios better prepared to ride out the bumpy times ahead.
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