Episode 18: Global alternatives in volatile markets
IMAP Podcast Series - Independent Thought
Chapters
0:00
How have the funds performed the last year or two during these very volatile periods ?
0:48
What are diversified alternatives & how do they fit into funds.
2:21
What is going on in the macro environment ??
5:16
What level of returns can we expect from a standard portfolio of stocks and bonds over the next few years
7:20
Looking at the outlook for Commodities in a portfolio
12:24
Is holding cash a good or bad strategy?
16:12
Lets talk about alternatives in a portfolio and where do they fit in?
19:31
How do alternatives fit into clients' managed accounts?
20:57
How important is it for advisers to educate themselves about alternative funds?
IMAP Podcast Series - Independent Thought
Episode 18: Global alternatives in volatile markets
Feb 27, 2023
Episode 18
IMAP
This podcast examines;
- How alternatives perform during market volatility
- Whether private investors should be allocating to alternatives
- How to meet income needs with alternatives
- How alternatives can be accessed by retail investors
- Whether alternatives offer an uncorrelated option to bonds and equities
- How higher interest rates and inflation impact alternatives
Featuring Mathew Kaleel, Janus Henderson
Moderated by David McDonald, CFA IMAP
