IFGL - Alternative Allocations: Alternative Investment Outlook

2024-01-23 23:00:00 ET

Summary

• Many of the same factors that impact traditional investments also impact alternative investments. Some provide headwinds while others provide tailwinds.
• As we examine the performance of traditional and alternative investments over the last 3 years, we can see strong results in 2021 as the market peaked, then a sharp reversal in 2022, and a rebound in 2023.
• After a strong 2021, real estate delivered positive results in 2022, but lagged in 2023 due to rising interest rates and falling occupancy in the office space sector.

By Tony Davidow, CIMA, Senior Alternatives Investment Strategist, Franklin Templeton Institute

Franklin Templeton’s Tony Davidow discusses the impact of various factors on traditional and alternative investments, highlighting the challenges and opportunities in private commercial real estate, private credit, and private equity. ...

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