Alternative Realities: The fundamentals of alternatives

Insights Now

Innehåll tillhandahållet av Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

3M ago 17:21

MP3•Episod hem

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

93 episoder

#Trading #Business #J.P. Morgan Asset Management Market Insights