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Podcast: Center For Investment Excellence
Episode:

2026 Asset Allocation Draft
Category: Business
Duration: 00:40:04
Publish Date: 2026-01-29 18:08:41
Description:

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives.Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets. 
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