The Takeaway with Troy Gayeski: Replacing fixed income

FireSide: A Podcast Series from FS Investments

FireSide: A Podcast Series from FS Investments
The Takeaway with Troy Gayeski: Replacing fixed income
Dec 11, 2024 Episode 118
FS Investments

Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives

Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and liquid multi-strategy.

“The more things change, the more they stay the same. And if you think about use cases for alternatives, one of the most profound continues to be as a substitute or complement to fixed income exposure. And that's going to be with us for quite some time.”–Troy A. Gayeski

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