• Alternative Realities: The fundamentals of alternatives

  • 2024/08/22
  • 再生時間： 17 分
  • ポッドキャスト

Alternative Realities: The fundamentals of alternatives

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  • Watch the video version on YouTube.

    In this episode:

    The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatility is high. On top of all that, public markets are becoming increasingly efficient, muting opportunities for excess return. As a result, investors are turning to Alternatives to ensure portfolios can still meet their long-term goals. Each alternative asset class has distinct characteristics and consequently a distinct role in portfolios.

    Dr. David Kelly is joined by Shawn Khazzam, Head of Private Wealth Alternatives, Americas, to discuss the different ways clients are using alternatives to enhance the risk-reward profile of their portfolios. Shawn is responsible for the growth strategy, sales and distribution of the private market alternative investments offered by the firm.

    Resources:

    For more insights on Alternatives visit our website here.

    Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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あらすじ・解説

Watch the video version on YouTube.

In this episode:

The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatility is high. On top of all that, public markets are becoming increasingly efficient, muting opportunities for excess return. As a result, investors are turning to Alternatives to ensure portfolios can still meet their long-term goals. Each alternative asset class has distinct characteristics and consequently a distinct role in portfolios.

Dr. David Kelly is joined by Shawn Khazzam, Head of Private Wealth Alternatives, Americas, to discuss the different ways clients are using alternatives to enhance the risk-reward profile of their portfolios. Shawn is responsible for the growth strategy, sales and distribution of the private market alternative investments offered by the firm.

Resources:

For more insights on Alternatives visit our website here.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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