Alternative Investments

• Alternatives: a hedge against inflation

  Lachlan Brumby (Russell Investments) & Jason Petras (Resonant) consider the benefits of alternatives from a risk-return perspective, including strategies for a high interest rate environment.

   

• Alternatives: A portfolio diversifier

  Frederick Pollock (GCM Grosvenor), Alexander Chambers (Wellington Management), and Kieran Canavan (Centric) believe there’s a lot to like about alternatives, particularly in multi-strategy portfolios.

   

• Building portfolios using alternatives: The researcher’s view

  Alternatives' is a catchall for a huge range of investment opportunities designed to improve returns or reduce risk in portfolios. Daniel Stojanovski (Centrepoint Alliance) talks to three research house experts - Deanne Baker (Lonsec), Steven Tang CFA (Zenith Investment Partners) and Tim Murphy CFA (Morningstar) - about their views on using alternatives in portfolios

   

• Do alternatives still have a key role in portfolios?

  Is there value in private markets and how do you incorporate them into portfolios? Jonathan Ramsay (InvestSense), Steven Tang (Zenith Investment Partners), and Jason Horn (BlackRock) provide their perspectives on the role of alternatives in portfolios

• IMAP's Independent Thought - Podcast Series for Advisers about Managed Accounts, Investments, practical applications.
• Rethinking private markets - From IMAP Independent Thought

  While private equity can provide investors with capital gain and growth, and private debt with stability of capital and an uncorrelated source of income, private market assets don’t come without their risks. Adrian Mackenzie (Five V Capital), Andrew Lockhart (Metrics Credit Partners), Jonathan Ramsay (InvestSense), and Kyle Lidbury CFA (Perpetual Private) discuss the role of private markets in retail portfolios.

   

• The role of alternatives in portfolios

  Emily Barlow (Perpetual Private) and Russel Pillemer (Pengana Capital) discuss how private markets and illiquid assets can fit into a portfolio