7 Questions
What should retail investors consider when reallocating funds from public equities to alternative investments?
Reallocate funds from fixed income to private credit
What should advisors consider when reallocating into private markets?
Their long-term equity-fixed income mix
How can downturns in the market benefit private investors?
By setting up the next three to five years of returns in private markets
Who should take advantage of recent valuations to increase their allocation to alternatives?
Private investors who are not yet allocated to alternatives
How can adding alternatives potentially increase returns?
By increasing returns with less volatility
What is important to consider when considering alternatives?
Homework and due diligence
Who can be considered a good option for alternative investment opportunities?
Blue Owl
Study Notes
- Retail investors interested in alternative investments should consider reallocating funds from public equities to private equity, from fixed income to private credit, and from a blend of equity and fixed income to private real assets.
- Advisors with cash should consider their long-term equity-fixed income mix when reallocating into private markets.
- Downturns like the current market situation can set up the next three to five years of returns in private markets.
- Private investors who are not yet allocated to alternatives or have a small allocation should take advantage of recent valuations to increase their allocations.
- A 60/40 mix may result in mid-single digit returns with high volatility, while adding alternatives can potentially increase returns by 5% with less volatility.
- Homework and due diligence are important when considering alternatives, and it is recommended to hire good professionals.
- Blue Owl is partnered with all the firms on the panel and can be considered a good option for alternative investment opportunities.
- Volatility and chaos create opportunities for investors.
- Good quality managers can add value to clients' portfolios.
- The panelists express gratitude for the opportunity to discuss alternative investments.
Looking to diversify your investment portfolio with alternative investments? This quiz is for you! Learn about private equity, private credit, private real assets, and more. Discover how to allocate funds and adjust your long-term mix for private markets. Get insights on how to take advantage of recent valuations and increase your returns with less volatility. Learn about the importance of due diligence and hiring good professionals. Plus, find out about Blue Owl's partnership with firms on the panel. Take the quiz now and become an
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