Center For Investment Excellence
Across the Great Divide: Public and Private markets reconsidered
Nov 13, 2024
Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management, shares expert insights on the evolving landscape of public and private markets. He emphasizes the need for a balanced approach to asset allocation, especially with rising interest rates. The conversation highlights the growing significance of private credit and the interplay between real estate and REITs. Gross also urges investors to reconsider how they view equity investments, advocating for a strategic reevaluation of capital allocation for better diversification and performance.
28:49
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Quick takeaways
- The growing importance of private markets necessitates a reevaluation of traditional asset allocation models to enhance portfolio diversification.
- Understanding the evolving dynamics of credit investments and their correlations is crucial for optimizing investment strategies in today's market.
Deep dives
The Growing Importance of Private Markets
The increase in the relevance of private markets in institutional portfolios has reached a point where they are nearly on par with public markets. The discussion highlights how asset allocators must consider long-term strategic issues, particularly as private markets have expanded significantly in recent years. This evolution has led to a reevaluation of asset allocation models, prompting the need to recognize the risks associated with public and private investments, which are often closely aligned. Ultimately, the focus is on achieving better diversification and enhanced returns by thoughtfully combining both asset classes.
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