On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Anastasia Amoroso, the Chief Investment Strategist at iCapital. The platform is designed to help clients navigate the world of alternative investments. We’ll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternatives, as well as her perspective on the trends we’re seeing in the market.
Timestamps:
• (00:00:00) Introduction
• (00:00:48) iCapital’s role in democratizing alternative investments
• (02:52) Client types and current allocation trends
• (04:38) Expected growth in allocations and popular asset classes
• (07:23) Hurdles in investing in alternatives and industry adaptations
• (09:49) Private equity: Operational improvements vs. financial engineering
• (12:45) Exit activity and IPO market conditions
• (15:40) Private credit interest and default concerns
• (18:58) Commercial real estate default risks and market stabilization
Resources:
For more resources on the Alternatives, visit our Guide to Alternatives: https://bit.ly/3Mz3KWX and Principles of Alternatives Investing: https://bit.ly/3B5PjHA
Listen to the audio version of the Alternative Realities podcast:
Apple Podcasts: https://bit.ly/3XgLJS3
Spotify: https://bit.ly/47giLGI
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly:
Apple Podcasts: https://bit.ly/3yWIyqV
Spotify: https://bit.ly/3ThB08Q
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