Most Helpful

Depends on the industry:

Wealth management
- A perfect blend of diversified basket of assets. Invest in funds across multiple asset classes as opposed to direct investments and watch the money compound. There will be hard years, but “as I always tell my clients”, you are in it for the long term.

Hedge fund:
- Depending on the mandate/strategy, tailor it. For example, if it is an opportunistic hedge fund, pitch an idea - perhaps with some hedging position to manage risk - that would generate excess return by exploiting the current disconnect of fundamental valuation and the market.

Equity Research:
- Idk actually, perhaps give the diversification, don’t put all your eggs in one basket argument.
Or a passive inflation-adjusted index fund or sth.

IB:
-“We don’t invest, we facilitate transactions.”

 

Keep majority cash (80%), rest (20%) split between an ETF (S&P500 for example) and treasuries.

Wait for the market to turn down more, then massively into commodities, specifically required for EVs, semiconductors and GPUs/CPUs.

If more aggressive, short Europe (bonds, currency, especially Germany), go long US (dollar / treasuries) and some part into BTC due to people loosing further trust in fiat money.

 

Coming from a L/S Bottoms-Up book at a HF - Laffont’s “long disruptor, short disrupted” at GARP levels (keeping an eye for market sentiment and mkt/sector direction as a whole; so somewhat of a hybrid view that is more skewed towards bottoms-up).

If I were you, I’d actually invest significant time into developing a variant view. Anyone can regurgitate a consensus view - a variant view would absolutely be intriguing.

 

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