DiscoverFireSide: A Podcast Series from Future StandardThe Takeaway with Troy Gayeski: Replacing fixed income
The Takeaway with Troy Gayeski: Replacing fixed income

The Takeaway with Troy Gayeski: Replacing fixed income

Update: 2024-12-11
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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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The Takeaway with Troy Gayeski: Replacing fixed income

The Takeaway with Troy Gayeski: Replacing fixed income

Future Standard