Navigating the top trends for asset allocation in 2024

Episode 165

In 2024, investors are considering reducing allocations to public markets and traditional investment strategies, and reallocating to alternative investments in order to diversify their portfolios.   

Aaron Steinberg, head of prime services business development and capital introductions at BNY Mellon’s Pershing, breaks down key findings from his team’s recent alternative investment allocator survey, including the main drivers for investors allocating to both private credit and hedge funds, and key investment themes on the horizon for 2024.   

Don’t miss this highly informative podcast – hit play now!   

This episode is sponsored by BNY Mellon | Pershing

Recent episodes
  • Episode 191
  • Jul 24, 2025

InvestmentNews reviews the first half of 2025

The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.

InvestmentNews reviews the first half of 2025
  • Episode 190
  • Jul 11, 2025

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
  • Episode 189
  • Jun 26, 2025

"We're on the precipice of the Fourth Industrial Revolution"

Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.

"We're on the precipice of the Fourth Industrial Revolution"
  • Episode 188
  • Jun 13, 2025

Twists, turns and drama: Exploring the aftermath of the LPL-Commonwealth deal

Bruce sits down with InvestmentNews colleague James Burton to dig into the post-acquisition stories of anger, surprise, and recruitment pitches..

Twists, turns and drama: Exploring the aftermath of the LPL-Commonwealth deal