The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
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The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
Amplifying the diversification benefits of Fixed Income
Finding Alpha
17 minutes 30 seconds
1 year ago
Amplifying the diversification benefits of Fixed Income
Given the uncertainty created by a looming US election, interest rate expectations constantly readjusting and geopolitical risks, having additional sources of diversification in portfolios can provide protection during periods when volatility spikes and markets are stressed. In this episode, Gopi Karunakaran shares how a pure relative value investing approach can play a defensive role in portfolios without relying on duration and credit.
Finding Alpha
The search for alpha drives active management. At Fidante, we provide investors with access to best-in-class investment managers across asset classes. Welcome to the Finding Alpha podcast series where our managers share their insights.
