17/03/2023

Square Mile – A Spotlight On: Investing in alternatives

Share on linkedin

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.

Click below to watch the full video .

Play Video

This material is for information only and is not intended to be re-distributed. It is directed at professional clients and eligible counterparties only and 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. Where necessary, speak to a financial advisor. Redistribution or reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Asset Management LLP (Authorised and regulated by the Financial Conduct Authority, No: 230683). © 2022 Fulcrum Asset Management LLP. All rights reserved. FC168W 203022

 

Collaborating

Recent News

No data was found
Your privacy

Cookies are data files that are stored on your computer or other smart device by a website’s server. Each cookie is unique to your web browser. It will contain some anonymous information such as a unique identifier, website’s domain name, and some digits and numbers. Cookies are useful as they allow us to recognise a user’s device and its preferences in order to ensure that our website works properly. By continuing to use this website, you consent to the use of our cookies.

 

You can find out the different types of cookies used on our website in our Cookies and Privacy Policy.

Necessary cookies