Investment Podcast 17 – Alternatives (Private Markets)

Produced By: Ensombl

Earn 0.70 CPD Points

Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics 0.70 CPD Pts

Complete the quiz to earn 0.70 CPD Points

Quiz

Podcast

Investment Podcast 17 – Alternatives (Private Markets)

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.70 CPD points.

1. Which of the following best describes the role of private markets in portfolio construction?

Sources of diversification and potential long-term returns
Short-term speculative investments
Risk-free investments suitable for all clients

2. Why is due diligence critical in private credit investments?

To ensure adequate risk-reward balance and assess borrower creditworthiness
To maximise leverage and risk
To avoid investment in any growth-oriented sectors

3. What is a key advantage of private equity compared to public markets?

Higher liquidity and faster transactions
Direct access to a broader range of the economy
Reduced reliance on macroeconomic conditions

Details

Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new avenues to de-risk and seek value. In this episode, host James Whelan is joined by Sinead Rafferty from Fidante and Morningstar’s Vesna Peroska to look under the hood of a sector including Private markets, hedge funds, infrastructure, and property. Alternatives can play a range of important roles in a portfolio, including return diversifiers, uncorrelated assets, and tail hedges, and the panel explores how a wave of product development is making alternatives available to a broader range of investors than ever before.

Accreditation Points Allocation:

Technical Competence 0.3

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

Total CPD Points: 0.70

Learning Outcomes

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Investment Podcast 17 – Alternatives (Private Markets)

Podcast

Investment Podcast 17 – Alternatives (Private Markets)

Quiz

Details

Learning Outcomes

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