A Spotlight On: Investing in alternatives
The uncertain market backdrop and higher volatility seen in 2022 left many questioning the effectiveness of the traditional 60/40 portfolio and looking to other areas of the market for diversification, namely alternatives. Now, with cash and bonds looking more attractive, has the role of alternatives become redundant?
In the second 'A Spotlight On' panel, Square Mile's Charles Hovenden speaks with three absolute return experts - Angus Carson, Product Specialist at Fulcrum Asset Management, Lucy Reid, CFA, Vice President at J.P. Morgan Asset Management and Stefan Gries, Head of the European Equity at BlackRock - to discuss:
The lessons they learnt from 2022; what went right and what went wrong.
How alternatives can offer a degree of capital protection and diversification in more volatile markets.
What the higher inflationary market means for these strategies.
The long term themes that offer opportunities over the next 12 months.
The full panel recording can be found below, as well as more information from our expert speakers.
Video: A spotlight on Investing in alternatives
MORE FROM THE EXPERTS
Investment innovation. Macro foundations.
A Guide to Alternative Investing
More from BlackRock
Take a look at Fulcrum's approach which combines deep macroeconomic research expertise with a rigorous approach to portfolio construction.
Designed to help you make more informed decisions, J.P. Morgan Asset Management has created this guide to alternative investing.
Harnessing the resources of BlackRock's large European investment team, find out more about the BlackRock European Absolute Alpha fund.
|READ FULL GUIDE
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JOIN US FOR THE NEXT PANEL IN THE SERIES
A Spotlight On will be back at 9:30am on Thursday 20th April, where we take a look closer to home - looking at the opportunities that can be found in the UK market. Square Mile's Research Director, and UK Equity lead, John Monaghan, will be joined by three fund managers who are rated in our Academy of Funds:
AXA Investment Managers - Chris St John, Fund Manager of the AXA Framlington UK Mid Cap fund
Fidelity - Alex Wright, Fund Manager of the Fidelity UK Special Situations fund
SVM - Neil Veitch, Fund Manager of the SVM UK Opportunities fund
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