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Square Mile – A Spotlight On: Investing in alternatives

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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

This content is provided for informational purposes and is directed at an investor as defined in Directive 2011/61/EU (AIFMD) and Directive 2014/65/EU (MiFID II) Annex II Section I or Section II or an investor with an equivalent status as defined by your local jurisdiction. It is not intended for retail clients. Information provided does not constitute investment advice and should not be relied upon as a basis for investment decisions. It has been produced as thought leadership which represents our intellectual property. Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP. Copyright © Fulcrum Asset Management LLP 2024. All rights reserved.

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