In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade, and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income and diversification in traditional stock and bond portfolios. There are many kinds of alternative assets, and all have specific benefits and risks that require investors to understand each of them individually. Alternatives have also become much more accessible, and the growth of their overall asset size increasingly means that all investors—regardless of whether they’re actually invested or not—need to know what is happening in alternative markets.
For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.
Timestamps:
(00:00) Intro
(1:55) Scope of the business
(2:38) Hedge funds
(4:33) Private equity
(6:27) Private credit
(9:51) Real estate
(13:40) Inflation pressures in real estate portfolios
(15:58) Real assets outside of commercial assets
(18:59) Growth in the use of Alternatives
(20:55) Investment implications
Поделиться в:
Доступные форматы для скачивания:
Скачать видео mp4
Информация по загрузке:
Скачать аудио mp3
Похожие видео
array(10) {
[0]=>
object(stdClass)#5708 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "ll568HCsRZE"
["related_video_title"]=>
string(39) "Fine-tuning portfolios with active ETFs"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
string(28) "J.P. Morgan Asset Management"
}
[1]=>
object(stdClass)#5681 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "yMdPPZNg6pg"
["related_video_title"]=>
string(38) "The future of private credit investing"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
string(28) "J.P. Morgan Asset Management"
}
[2]=>
object(stdClass)#5706 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "wuFoj9nNiVc"
["related_video_title"]=>
string(80) "Exploring Managed Futures: Dispersion, Trends, and Macro Benefits for Portfolios"
["posted_time"]=>
string(25) "4 месяца назад"
["channelName"]=>
string(25) "Simplify Asset Management"
}
[3]=>
object(stdClass)#5713 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "pxdcQrWuiPk"
["related_video_title"]=>
string(37) "The “new 60/40” portfolio"
["posted_time"]=>
string(27) "6 месяцев назад"
["channelName"]=>
string(28) "J.P. Morgan Asset Management"
}
[4]=>
object(stdClass)#5692 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "8YdD98ehC-U"
["related_video_title"]=>
string(57) "Introduction to Private Equity Funds with Simpson Thacher"
["posted_time"]=>
string(21) "4 года назад"
["channelName"]=>
string(38) "Harvard Association for Law & Business"
}
[5]=>
object(stdClass)#5710 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "cge2i8XQC_8"
["related_video_title"]=>
string(133) "Как прожить 120 лет? Шокирующие секреты долголетия - Биофизик Пётр Федичев"
["posted_time"]=>
string(25) "3 месяца назад"
["channelName"]=>
string(62) "Новый Мир с Ниной Серебренниковой"
}
[6]=>
object(stdClass)#5705 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "ba4UBdbawoU"
["related_video_title"]=>
string(55) "2025: Out of the cyclical storm and into the policy fog"
["posted_time"]=>
string(27) "6 месяцев назад"
["channelName"]=>
string(28) "J.P. Morgan Asset Management"
}
[7]=>
object(stdClass)#5715 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "9ZbDpE8W-V0"
["related_video_title"]=>
string(71) "Black Cats Jazz Night: Ретро-грувы и глубокий бас"
["posted_time"]=>
string(25) "2 месяца назад"
["channelName"]=>
string(14) "Noir Jazz Cats"
}
[8]=>
object(stdClass)#5691 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "98-vanEWj8E"
["related_video_title"]=>
string(60) "Gundlach on Treasuries, Gold, Fed, AI, Private Credit, Trump"
["posted_time"]=>
string(22) "13 дней назад"
["channelName"]=>
string(20) "Bloomberg Television"
}
[9]=>
object(stdClass)#5709 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Jd8Xv1v51vU"
["related_video_title"]=>
string(142) "Фондовый рынок для начинающих | Как начинающим начать инвестировать поэтапно"
["posted_time"]=>
string(28) "11 месяцев назад"
["channelName"]=>
string(12) "Mark Tilbury"
}
}
