Alternative assets have killed the 60/40 portfolio - Felicity Walsh

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Basis Points

Equity Mates Media

29 episodes

1 week ago

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

All content for Basis Points is the property of Equity Mates Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improvements that compound into big outcomes.

Hosted on Acast. See acast.com/privacy for more information.

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Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton

Basis Points

28 minutes 15 seconds

5 months ago

Alternative assets have killed the 60/40 portfolio - Felicity Walsh | Franklin Templeton

Recorded at the Morningstar Investor Conference, today we're joined by Felicity Walsh, Managing Director, Australia & New Zealand at Franklin Templeton.

Private equity, private credit, real estate, infrastructure, cryptocurrency, gold. Alternative assets have never been more in demand. With minimum investments coming down and fund structures becoming more liquid, they've never more more accessible as well.

The question then becomes: how can advisers navigate this growing menu of options?

That is what today's guest, Felicity Walsh, helped us understand. We discuss:

The growth of alternative assets in Australia
Why the traditional 60/40 portfolio is outdated
What a new portfolio structure could look like - is it 40/30/30?
How advisers should navigate between subclasses within alternative assets
Emerging private market asset classes
A new technological development that may put (more of) a fire under Australia's property market

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CPD Points: This episode has been accredited for CPD points by the Financial Advice Association of Australia (FAAA).

To claim your points, complete the CPD Quiz and we'll send you your certificate.

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In the spirit of reconciliation, Equity Mates Media and the hosts of Basis Points acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.