The Long Term Investor
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163)
Jul 31, 2024
Phil Huber, Chief Investment Officer and author of 'The Allocator’s Edge,' dives deep into the world of alternative investments. He discusses why traditional portfolio strategies may struggle in today’s market. Huber highlights the explosive growth of private credit and its significance for investors. He also sheds light on interval funds, showcasing their advantages over traditional structures. This conversation is packed with insights for both financial practitioners and individual investors looking to navigate the changing landscape of investments.
43:56
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Quick takeaways
- Alternative investments are increasingly vital as traditional 60/40 portfolios struggle to meet investors' financial goals amid changing market dynamics.
- Private credit is rapidly growing due to banks retreating from middle-market lending, presenting unique opportunities for savvy investors.
Deep dives
The Rise of Alternative Investments
The conversation highlights the increasing significance of alternative investments, particularly in the context of a shifting financial landscape. Traditional asset allocations predominantly involving stocks and bonds are encountering challenges, prompting investors to explore alternatives like private credit and equity. The historical reliance on a 60-40 portfolio may no longer be adequate, as recent trends demonstrate a decline in the expected returns from these traditional assets. As alternative strategies evolve and become mainstream, education and understanding of these investment avenues become crucial for both financial advisors and individual investors.
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