Basis Points 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- Why the traditional 60/40 portfolio is outdated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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