Alternative investing comes with its own set of opportunities, risks, tax implications, and liquidity restrictions. At MAI, our goal is to seek out the best risk-adjusted return opportunities across public and private markets and implement them in the most optimal way for our clients’ unique set of goals and objectives.
On the most recent Market Update, John Zaller, CIO of MAI Capital, was joined by Director and Portfolio Manager in MAI’s Alternative Investment Group, Ben Sayer, to discuss how recent events are shaping the outlook for alternative markets.
As we continue to see a period of choppy markets ahead at the intersection of restrictive monetary policy and a weakening economy, we believe alternatives overall can continue to be a source of portfolio ballast, but there will be winners and losers. Discipline and diversification are imperative in the selection process.
If you have any questions related to this topic or your portfolio in general, please do not hesitate to reach out to your wealth advisor at any time.
Please send your questions, comments and feedback to: email@example.com. Any statement non-factual in nature constitutes only current opinion of this author which is subject to change without notice. Certain statements are of future expectations and other forward-looking statements are based on management’s current views and assumptions. Any statistics mentioned have been obtained from sources we believe to be reliable, but the accuracy and completeness of the information cannot be guaranteed. Neither the information nor any views expressed should be considered investment, legal or tax advice, or constitute as a recommendation to buy or sell any security, strategy or product. It should not be assumed that this is a forecast of future events or that any security transactions, holding, or sector discussed where or will be profitable or that the investment recommendations or decisions we make in the future will be profitable. Past performance is not indicative of future results.