Trends with Benefits #108: Alternative Investment Allocation with Joe Taiber
15 November 2023
Listen Time 34:52
Understand the different types of alternative investments and how to approach them in a portfolio in the context of the broader economy.
This episode is all about alternative investments as I am joined by Joe Taiber, Founder and CEO of Taiko, an independent investment consulting firm. We discuss various alternative investments, including private credit, hedge funds, and real estate. Additionally, we cover what makes these attractive given the current market environment and what factors to consider when allocating to these in a portfolio, such as liquidity needs and risk appetite. Lastly, Joe shares his economic outlook and his take on interest rates.
Show Notes:
01:57 Overview of Taiko
06:00 Upcoming investment trends
09:58 Private credit
11:03 Headwinds for funding for alternatives
14:36 Hedge funds
18:08 Areas in alternatives
20:10 Real estate
21:22 Approaching asset allocation to alternatives
25:48 Broad economic outlook and interest rates
31:11 Long-term trend
33:00 Trend or fad
Trend or Fad
Listen for Joe’s views on hybrid work, buying T-bills, crypto, electric vehicles, and artificial intelligence.
Important Disclosure
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
This information originates from VanEck (Europe) GmbH, which has been appointed as distributor of VanEck products in Europe by the Management Company VanEck Asset Management B.V., incorporated under Dutch law and registered with the Dutch Authority for the Financial Markets (AFM). VanEck (Europe) GmbH with registered address at Kreuznacher Str. 30, 60486 Frankfurt, Germany, is a financial services provider regulated by the Federal Financial Supervisory Authority in Germany (BaFin).
The information is intended only to provide general and preliminary information to investors and shall not be construed as investment, legal or tax advice VanEck (Europe) GmbH, VanEck Switzerland AG, VanEck Securities UK Limited and their associated and affiliated companies (together “VanEck”) assume no liability with regards to any investment, divestment or retention decision taken by the investor on the basis of this information. The views and opinions expressed are those of the author(s) but not necessarily those of VanEck. Opinions are current as of the publication date and are subject to change with market conditions. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results. Information provided by third party sources is believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. Brokerage or transaction fees may apply.
All performance information is based on historical data and does not predict future returns. Investing is subject to risk, including the possible loss of principal.
No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of VanEck.
© VanEck (Europe) GmbH / VanEck Asset Management B.V.
Related Insights
Related Insights
19 November 2021
In this episode, Ed speaks with Ammar James about food inflation, food sustainability and the companies setting the stage for the future of food.
05 November 2021
Ed speaks with personal trainer and wellness coach, Darlene Marshall about understanding your mindset and reframing how you addresses the stresses many of us may be feeling regarding ongoing COVID concerns, return to work and burnout.
19 October 2021
In this episode, Ed speaks with Chris Versace, Chief Investment officer of Tematica Research, about the trend in adoption of thematic investing.
08 October 2021
In this episode, Ed speaks with Angus Shillington about how India is leapfrogging into a digital future and impacting everything from the economy, households, government finances and the potential for investors.