Insights Now

Alternative Realities: How do you boost returns in a concentrated market?


Listen Later

As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diversification while potentially capturing higher returns by building a portfolio that seeks to overweight winning stocks and short losing stocks.

On today’s episode, Aaron Mulvihill is joined by Susan Bao, Portfolio Manager for the U.S. Equity Group, as they discuss the history of long-short strategies, why today’s environment has brought renewed interest in these strategies and where these types of strategies fit within investor portfolios.

Resources:

  • For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
  • Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    90 ratings


    More shows like Insights Now

    View all
    Investing Insights by Morningstar, Ivanna Hampton, Sarah Hansen

    Investing Insights

    521 Listeners

    Exchanges by Goldman Sachs

    Exchanges

    970 Listeners

    Bloomberg Surveillance by Bloomberg

    Bloomberg Surveillance

    1,170 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,201 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    193 Listeners

    Capital Ideas podcast by Capital Group

    Capital Ideas podcast

    284 Listeners

    Wall Street Breakfast by Seeking Alpha

    Wall Street Breakfast

    1,038 Listeners

    Eye On The Market by Michael Cembalest

    Eye On The Market

    294 Listeners

    UBS On-Air: Market Moves by Client Strategy Office

    UBS On-Air: Market Moves

    185 Listeners

    Making Sense by J.P. Morgan

    Making Sense

    72 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,302 Listeners

    At Any Rate by J.P. Morgan Global Research

    At Any Rate

    78 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,561 Listeners

    Barron's Live by Barron's Live

    Barron's Live

    213 Listeners

    The Markets by Goldman Sachs

    The Markets

    80 Listeners