ALT ASSETS SERIES: PART I. CAN ALTERNATIVE ASSETS STILL BUFFER PORTFOLIOS DURING GEOECONOMIC STRESS?

In a dynamic discussion, experts emphasize the importance of understanding future scenarios and trends, particularly in technology and investment. They highlight the exponential impact of AI on various landscapes. The conversation also touches on the complexity of the global economy and the need for investors to focus on long-term trends rather than short-term events. The role of media and social media in shaping perceptions is discussed, with a call for engaging with knowledgeable individuals across different fields. The panelists stress the significance of geographic diversity and market volatility in building resilient investment portfolios. They also discuss the challenges of government spending and the potential risks associated with geopolitical tensions. The conversation concludes with insights into private credit and the importance of having a mix of private and public alternatives in investment strategies.