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The Takeaway with Troy Gayeski: Embrace alternatives or be left behind?
Manage episode 419558833 series 2899874
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Join Chief Market Strategist Troy Gayeski as he dives into the latest mega trends. Troy sits down with Content Strategist Harrison Beck to examine what’s driving growth in private credit markets, the reason investors are embracing middle market private equity and why exploring alternatives could be essential to staying competitive for financial professionals.
“There's a reason why large institutions in some cases have 80 percent of their capital in alternatives. They're not doing it for their health. They're doing it because in certain areas there are meaningful alpha propositions or excess return above and beyond what you can get in public markets.”—Troy Gayeski
The Takeaway with Troy Gayeski—Embrace alternatives or be left behind?—Episode 2
00:00 Introduction
00:41 What’s fueling growth in private credit?
02:17 Why are more companies staying private?
03:44 Banking trends creating potential opportunities
05:05 Advisor response to private markets
07:10 What individuals can learn from institutions
8:19 Alts allocations are projected to triple by 2027
10:05 Fixed income and interest rate expectations
12:39 Matching appropriate strategies with investor goals
13:11 Is allocating to cash a value add?
14:36 How can advisors offer differentiation?
16:23 The importance of full cycle solutions
18:54 Key takeaways: Why reassess cash?
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