Paul Karger was recently featured in Bloomberg’s quarterly “Where to Invest $100,000” series — one of the publication’s most widely read investor education features.
In the piece, Paul shares his perspective on navigating today’s complex market environment, outlining a barbell allocation framework designed to balance long-term growth exposure with meaningful diversification.
Some of the themes Paul explores in the article:
- Maintaining exposure to the innovation cycle through US large-cap growth, while avoiding over-concentration in any single market, theme, or macroeconomic outcome
- The case for opportunistic allocations across developed international markets, including Japan and Greece
- The role of real assets — gold and oil — as inflation-sensitive diversifiers in a well-constructed portfolio
As Paul notes in the piece, the core message is that investors should remain invested in the forces shaping the global economy, while ensuring the portfolio is resilient across a range of outcomes.
