Strategic’s Q3-2024 Quarterly Investment Brief

An excerpt from our Third Quarter Investment Brief - This year’s Idea Lab explored strategies to enhance portfolio resiliency at a time that established paradigms across financial markets are being tested by the forces of disruption.

Although challenging to summarize the broad range of discussions that unfolded across the two-day forum, a few areas are worthy of note. First, the struggles of macro forecasters and market pundits to predict market moves in recent years were probed, as was the resulting impact on uncertainty, risk, and opportunity. Second, several external speakers specializing in public and private market investing highlighted the role that a focused, thematic investment approach can play in building a sustainable competitive investment edge. Finally, numerous investment opportunities were discussed, ranging from private markets opportunities in early-stage artificial intelligence companies, to ongoing opportunities in fixed income (which has shed its staid reputation in recent years given attractive yields and shifting market dynamics). Additionally, General David Petraeus, a 37-year veteran of the U.S. Army and the former Director of the CIA, shared his views on disruption and modern warfare, while Michael J. Mauboussin, a renowned investment strategist, author, and professor, led an interactive session on behavioral finance.

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