What exactly do we mean by alternative investments? And why are investors paying more and more attention to them? In this episode of the Beyond Markets podcast, Adrienne Jaersvall, Head of Fund Advisory at Julius Baer, talks to Helen Freer, Investment Writer, to answer these questions. They also discuss various alternative investments including relative value strategies, and Adrienne offers her insights on how investors can incorporate them into their portfolios.
0:56 Why have we been hearing more about alternative investments? 2:44 How can an investor best incorporate alternative investments into their portfolio? 3:58 Can alternatives lower the overall risk level of a portfolio? 5:18 How can hedge funds add value to a portfolio? 7:17 Within hedge funds, which strategies do you like at the moment in particular? 7:56 What are relative value strategies? 10:11 How does merger arbitrage work? 11:25 How can relative value strategies protect investors from volatility? 13:20 Why should relative value strategies do well in the current environment?
What is Beyond Markets?
“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.