Omnia Family Wealth 2018 Asset Allocation Report

We invite you to review Omnia Family Wealth’s 2018 report on expected asset class returns for the next 10 years. While we believe these forecasts reflect a reasonable framework with which we can make long-term asset allocation decisions, the path is never a straight line. So, with that in mind, we also offer some thoughts on shorter-term relative values.

We’ll discuss our views on equity markets (we see relative value in international stocks), why bond returns could be very challenged for years to come, and our thoughts on how to position hedge funds, private equity, and real estate. We’ll also discuss our thoughts on master limited partnerships (MLPs), which we view as one of the most undervalued investments to own in today’s markets.

We encourage you to reach out to us with any thoughts, comments, or questions that you may have.