Equities

Equities, in particular, have historically shown robust performance during these intervals of stable inflation.

John McQuown became revered on Wall Street for having led a team of academics to create the first equity portfolio tracking an index at Wells Fargo & Co. in 1971

The figure represents growth of 67% from year-end 2022.

Investors should diversify internationally into a broader array of companies and consider high-quality business models with attractive dividend policies.

The quality of smaller listed companies has deteriorated as raising private capital becomes easier than ever.

The new programs are part of an effort to attract more high-net-worth clients with broader offerings.