Jake Martin, Reporter, July 22, 2020
Chief Investment Officer and Chief Executive Officer, Stuart Katz discussed why qualified investors should be considering complimenting a core public investment portfolio with alternatives.
Stuart Katz, chief executive and chief investment officer of Robertson Stephens, a $1.2bn San Francisco RIA, said the growing demand for yield combined with the Fed’s goal to keep rates lower for longer will motivate investors to look beyond traditional asset classes.
‘[Q]ualified investors should consider complementing a core public investment portfolio with alternatives.’ including distressed credit and private equity, he said in a note. Katz added that these markets are less efficient and offer investors opportunities to capture ‘illiquidity premiums.’
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