Скачать или смотреть Building an investment plan with alternatives

In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns.
Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios and the challenges of sizing these allocations.
Timestamps:
(00:00) Introduction
(00:45) The need for a Guide to Alternatives
(03:12) David Lebovitz's role in Multi-Asset Solutions
(03:55) Integrating alternatives into multi-asset portfolios
(05:18) Sizing alternatives in a portfolio
(06:58) Understanding liquid alternatives and their role in portfolios
(09:13) High conviction areas in alternatives
(11:17) Private equity and private credit opportunities
(14:50) Challenges and strategies in private credit
(16:46) Balancing short-term and long-term views in alternatives

For more resources on alternatives, visit our:
Guide to Alternatives: https://bit.ly/3Mz3KWX
Principles of Alternatives Investing: https://bit.ly/3B5PjHA
and Alternatives 2025 Outlook: https://bit.ly/41HcB14

Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: https://bit.ly/3XgLJS3
Spotify: https://bit.ly/47giLGI

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: https://bit.ly/3yWIyqV
Spotify: https://bit.ly/4hvYPn4