Navigating alternatives as an individual investor

In this episode of Alternative Realities, we’re going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them more accessible. Not only do individual investors have more access to alternatives, they also may have a greater need as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. Additionally, as more companies are choosing to stay private for longer, alternatives allocations are becoming increasingly necessary to access these high-growth areas of the market.
Dr. David Kelly, Chief Global Strategist is joined by Kristin Kallergis, the Global Head of Alternatives for J.P. Morgan Private Bank, to discuss all of these themes. Kristin’s team manages $180BN of private wealth across a wide array of alternatives solutions, giving her unique insight into the evolution of this market.
Timestamps:
(00:00) Introduction
(1:15) Individuals vs. Institutions investing in alternatives
(3:10) Liquidity needs within alternatives for individual investors
(4:59) Selecting the right manager for alternatives
(6:21) Popular asset classes within alternatives for individual investors
(8:02) Niche asset classes
(10:12) Private equity cash flow
(13:06) Alternatives and secular themes
Resources:
For more resources on the Alternatives, visit our Guide to Alternatives: bit.ly/3Mz3KWX and Principles of Alternatives Investing: bit.ly/3B5PjHA
Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: bit.ly/3XgLJS3
Spotify: bit.ly/47giLGI
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: bit.ly/3yWIyqV
Spotify: bit.ly/3ThB08Q