With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. Our goal is to bring these complex investment opportunities to life, showcasing their strategic value and how they can be effectively integrated into a diversified portfolio to achieve long-term financial objectives.
Join us as Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients' outcomes and the benefits of private market investing.
Timestamps:
(00:00) Introduction
(00:45) What is the opportunity set in alternatives look like today?
(3:55) How long are you holding on to real estate?
(4:41) How sensitive is your outlook to interest rates?
(6:29) What do you think of real assets outside of real estate?
(9:14) Public vs. private markets in relation to increased electricity demand
(10:39) Private credit vs. private equity
(12:34) Pros and cons of private lending relative to traditional bonds
(14:15) Where are your managers seeing opportunity in hedge funds now?
(16:29) Understanding liquid alternatives and the importance they play in a portfolio
(19:00) Why should investors think about adding alternative assets to their portfolios right now?
Resources:
For more resources on the Alternatives, visit our Guide to Alternatives: bit.ly/3Mz3KWX and Principles of Alternatives Investing: bit.ly/3B5PjHA
Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: bit.ly/3XgLJS3
Spotify: bit.ly/47giLGI
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: bit.ly/3yWIyqV
Spotify: bit.ly/3ThB08Q
1 окт 2024
