Watch the latest episode of Portfolio Perspectives, where Tom Santa-Olalla talks with Alastair Baker from our Multi-Asset team about the role of alternatives within client portfolios.
For the uninitiated, Alastair explains what exactly constitutes an alternative investment, how these asset classes have performed in recent years, and the challenge for investors in a higher-inflation regime.
The conversation covers Sarasin’s buckets of alternative equity, alternative income, absolute return, and gold; and what each can offer to a diversified portfolio, alongside traditional equities and bonds.
Gold, in particular, has been key asset class for the team in recent months, both as a safe haven and as a source of returns, while we also consider a potential future role for Bitcoin and other digital currencies.
While not a panacea for all market conditions, Alastair makes the argument for the key role which alternatives play within Sarasin portfolios, and how this continues to shape how we invest with a long-term thematic perspective.
Make sure you watch the full video below. Also, why not check out previous videos in this series, including Tom’s discussions with Michael Jervis around our Security theme, and Phil Collins on Digitalisation.
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