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Advisors Turn to Alts in Rocky 2020

Citywire
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.’

Read the full article here.

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