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The Takeaway with Troy Gayeski: Replacing fixed income
Manage episode 454947963 series 2899874
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Chief Market Strategist Troy A. Gayeski, CFA, shares the key takeaways from his new strategy note, Replacing or complementing fixed income with alternatives
Troy joins Content Strategist Harrison Beck to examine how investors can replace or complement fixed income with alternatives. He addresses bonds and duration, the potential impact of Fed cuts, and key strategies including commercial real estate lending, corporate private credit and liquid multi-strategy.
“The more things change, the more they stay the same. And if you think about use cases for alternatives, one of the most profound continues to be as a substitute or complement to fixed income exposure. And that's going to be with us for quite some time.”–Troy A. Gayeski
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Luvut
1. Introduction (00:00:00)
2. What about bonds and duration? (00:01:46)
3. Challenges to fixed income (00:02:44)
4. What about municipal bonds? (00:07:58)
5. Alternative strategies for fixed income (00:12:07)
6. Discussing strategies with clients (00:15:55)
7. How will Fed rate cuts impact key strategies? (00:18:18)
8. Essential takeaways (00:21:52)
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