U.S. treasury yields are on the rise. Members of the House have approved a new bill with a staggering $4 trillion dollar price tag, pushing yields to levels not seen since 2023. With current yields suggesting caution while equity markets remain buoyant, our next guest says this disconnect could challenge the traditional 60/40 portfolio. Could this be a tailwind for long/short strategies. Joining host Pamela Ritchie to unpack the portfolio benefits of liquid alternatives and provide you with an update on Fidelity Long/Short Alternative Fund is portfolio manager, David Way.

Recorded on May 22, 2025.

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