Insights Now

Alternatives in a higher rate, slower growth world


Listen Later

2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation and capital preservation has not changed. That’s where alternative investments may provide some solutions.

On this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist, to discuss the outlook for Alternatives in an environment with higher rates and slower growth.

For more information on the Guide to Alternatives, please visit our website here.

...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