The alternatives sector is unique in that it’s largely defined by what it’s not. Accordingly, how you fit alternatives within your existing asset class structure will depend on relativity, and how the investments interact with the other asset classes according to Atchison’s Kev Toohey.
The private markets juggernaut is one that has also thrown up a wealth of data that other players can use to sharpen up due diligence when making their own investment decisions – especially in the growing secondaries market.
Understanding alternative assets
In an environment of low interest rates and seemingly overvalued sharemarkets, advisers are naturally flocking to alternative asset classes to eke out returns. Yet not all alternative assets are created the same. The COVID-19 sell off and subsequent recovery has truly seperated the good from the bad. In this webinar, PIMCOs Chris Santore, will shine a light on the sometimes ‘complex’ managed futures space, why PIMCO have launched an Australian product and seek to open up the “black box” assessment of these strategies. The link is available here:
Date: 10 September 2020
Time: 10.30am
Speaker: Chris Santore
E-Sports – becoming mainstream
ETF distributor Van Eck has recently asked for expressions of interest in a series of new, targeted funds, the highlights being two sectors benefitting heavily from COVID-19 lockdowns; e-sports and healthcare. The e-sports sector, which now attracts stadiums of spectators and multimillion-dollar cash prizes, is expected to hit $1.5 billion in size by 2023. In this session Van Eck will outline in the investment thesis, why this product has been brought to market and discuss some of the key names and sectors that will form part of the fund. The link is available here:
Date: 15 September 2020
Time: 11.00am
Speaker: John Caulfield
Can gold continue to shine in 2021
The gold price has breached all-time highs in 2020, with a series of events likely supporting its continued rally. Cash rates near zero, a weaker USD and huge fiscal stimulus is attracting an entirely new group of investors to the sector. What has really been driving the price and inflows, and do these themes hold up in 2021? Does it need inflation to keep heading higher? All these questions along with the hedged vs. unhedged conundrum will be considered in ETF Securities Webinar, with the link available here:
Date: 16 September 2020
Time: 12.00 pm
Speaker: Kanish Chugh
