How Alternatives Can Address Your 60/40 Portfolio Blues
A long-held mantra—that a diversified portfolio of public equities and bonds is the key to a successful retirement plan—is now being challenged by secular shifts taking place in financial markets today, including the end of the monetary printing press that started in 2008. What’s an investor to do? Lead Portfolio Manager Matt O’Mara tackles this question in our latest white paper.
Why Alternatives in Your Retirement Portfolio
Watch Apollo CEO Marc Rowan and Lead Portfolio Manager Matt O’Mara discuss how alternatives might help investors address a unique challenge they’re facing today: How the end of a long period of loose monetary conditions—combined with other secular shifts taking place in financial markets today—have coalesced to challenge the long-held mantra that a 60/40 portfolio of public equities and bonds is the key to a successful retirement plan.
Upcoming Events
The Apollo Academy also offers additional CE-credit events on the discipline of alternatives investing as well as on key investing and economic top-of-mind topics, so you can keep your skills brushed up and your mind sharp for the ever-changing landscape of the capital markets.
Class 22023 Economic and Capital Markets Outlook
Thursday, December 15, 2022 • 11AM ET
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Torsten Sløk, Apollo’s Chief Economist, will discuss his views on what’s in store for the economy and capital markets in 2023.
In this event, Torsten will cover:- Outlook for the global economy in the year ahead
- What to expect from the Federal Reserve
- Potential impacts on equity and fixed-income markets
On-Demand: Alternative Course Investing
Session 1 Alternative Investing Essentials Part One
Now Available On Demand
Credits
4
CFP / IWI / CFA
CE Credits
Topics
- Understanding Capital Markets
- Private Equity & Venture Capital
- Private Credit & “Hybrid”
Session 2Alternative Investing Essentials Part Two
Now Available On Demand
Credits
4
CFP / IWI / CFA
CE Credits
Topics
- Real Estate
- Infrastructure
- Digital Assets
- Hedge Funds
Session 3Practical Considerations
Now Available On Demand
Credits
2.5
CFP / IWI / CFA
CE Credits
Topics
- Commodities
- Understanding Portfolio Construction
- Asset Allocation
- Risk Considerations
- Fund Structures
- Fees
Additional On-Demand Classes
Class 1Why Alternatives in Retirement Portfolios
Now Available On Demand
Credits
1
CFP / IWI / CFA
CE Credit
Topics
- Matt O’Mara, Lead Portfolio Manager, Insurance Solutions Group, will discuss his views on why investing in alternatives matters to investors seeking to build wealth and save for retirement, especially at a time when traditional 60/40 portfolios of public equities and bonds are being challenged.
In this event, Matt will cover:- Secular trends impacting alternative investments
- Incorporating alternatives into traditional allocations
- Establishing a diversified alternatives portfolio
The Daily Spark
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China Subway Traffic
Beijing subway passenger traffic is approaching the low levels seen earlier this year, see chart below. Source: Bloomberg, Apollo Chief…
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Is the Inflation Problem Soon Solved?
The New York Fed’s measure of supply chain pressures suggests that inflation could be close to the Fed’s 2% target…
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How Much Demand Destruction is Needed to Get Inflation Back to 2%?
Inflation is 7.7%, and there is an important debate in Fed working papers about how much demand destruction is needed…
Alternative Perspectives
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Broadway is Back
US consumers are flocking to experiences and services thanks, in part, to strong wage growth and high levels of savings.
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A Case for Credit: Opportunity Reaches Historic Entry Point as Yields Surge
After almost 15 years of persistently low (and sometimes even negative) interest rates, yield has finally returned to fixed-income markets….
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Why Alternatives?
Check out the latest episode of “The View from Apollo” where our Chief Economist, Dr. Torsten Slok, speaks with Matt…
Introductory Videos
Apollo defines “alternatives” as an alternative to publicly traded stocks and bonds, seeking excess returns at every point along the risk-reward spectrum. We group our solutions in three categories: Equity, Hybrid (as defined as a mix of equity and debt), and Yield. Apollo’s introductory videos describe the basics of each alternative asset class. Taught by Keith Black, Adjunct Faculty at the University of Massachusetts, the videos cover the full spectrum of alternative asset classes (including venture capital and commodities, which Apollo’s solutions don’t currently address). They provide a broad understanding of the space for those seeking to invest in, or to augment, their exposure to alternatives.
