Insights Now

Alternative Realities: Navigating alternatives as an individual investor


Listen Later

Watch the video version on Youtube.

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 the 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: Introduction (00:00), Individuals vs. Institutions investing in alternatives (1:15), Liquidity needs within alternatives for individual investors (3:10), Selecting the right manager for alternatives (4:59), Popular asset classes within alternatives for individual investors (6:21), Niche asset classes (8:02), Private equity cash flow (10:12), Alternatives and secular themes (13:06)

Resources:

For more resources on the Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing

Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: 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

91 ratings


More shows like Insights Now

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,200 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Exchanges by Goldman Sachs

Exchanges

992 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

284 Listeners

The Bid by BlackRock

The Bid

248 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,546 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

Global Data Pod by J.P. Morgan Global Research

Global Data Pod

24 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners