5 videos · 4 episodes
It addresses the back-office and paperwork side of running private markets for clients, rather than allocation views. Advisors building or scaling an alternatives program may find the discussion of workflow, reporting and standardization relevant to their own operations.
Picked by the alternatives in wealth deskFor wealth professionals with UK or European fixed income and equity exposure, it offers a manager discussion of how the Budget was received across gilts, rates and sectors.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
For wealth professionals evaluating small-cap exposure, the discussion lays out a manager's case on earnings, valuations and market leadership, plus the signals being read from M&A and private equity activity. It offers a grounded view of the arguments being made about rates versus fundamentals in the small-cap segment.
Wealth professionals fielding questions about private markets access get a manager's account of how venture and growth secondaries are framed as a middle ground between early-stage and late-stage risk. It also covers sourcing, with the guest describing the importance of being embedded in the Silicon Valley ecosystem.
The episode offers a strategist's framing of how equity leadership has shifted and what he sees as the next phase for markets. It may be useful for advisors evaluating how market conditions are being described to clients.
It offers a compact macro and earnings outlook from a manager, touching on recession risk, AI capex and Fed leadership for framing client conversations about market conditions.
AI capital spending and the infrastructure buildout are recurring topics in client conversations, and this episode frames them through the questions professional investors are asking about returns on that spending. It offers a strategist and two portfolio managers discussing where the cycle may stand, which can inform how advisors describe the theme.
It offers a manager's view on recession odds, inflation, stock-bond correlations and equity valuations that can inform client conversations about macro risk and positioning.
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