WEALTHTRACK Alternative Investments: What They Do and Don’t Do for Your Retirement Plan
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Nov 7, 2025 Jane Buchan, an expert in alternative investments and CEO of Martlett Asset Management, delves into the world of non-traditional assets. She highlights the distinctions between liquid and illiquid alternatives, explaining their role in retirement plans. Jane discusses the rise of private credit, the challenges for regulations in a global market, and how hedge funds differ from private equity. She emphasizes the importance of diversification in investment portfolios, providing insightful strategies for average investors looking to explore alternative options.
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What 'Alternatives' Really Means
- Alternatives are investments outside traditional stocks and bonds, covering a broad non-traditional universe.
- Jane Buchan emphasizes they include strategies like hedge funds, private equity, and private credit.
Liquid Versus Illiquid Alternatives
- Liquid alternatives are tradable strategies priced frequently and can include long/short equity and hedge funds.
- Illiquid alternatives, like private equity and private credit, trade less frequently and lack daily pricing.
Why Companies Stay Private Longer
- Private equity holds whole companies privately rather than via public shares and often uses more leverage.
- Many companies now stay private longer because being public is costly and unnecessary for fast-growing firms.