EPISODE · Jul 19, 2023 · 16 MIN
How alternative investments can add to your portfolio
from Beyond Markets · host Julius Baer
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What exactly do we mean by alternative investments? And why are investors paying more and more attention to them? In this episode of the Beyond Markets podcast, Adrienne Jaersvall, Head of Fund Advisory at Julius Baer, talks to Helen Freer, Investment Writer, to answer these questions. They also discuss various alternative investments including relative value strategies, and Adrienne offers her insights on how investors can incorporate them into their portfolios. 0:56 Why have we been hearing more about alternative investments?2:44 How can an investor best incorporate alternative investments into their portfolio?3:58 Can alternatives lower the overall risk level of a portfolio?5:18 How can hedge funds add value to a portfolio?7:17 Within hedge funds, which strategies do you like at the moment in particular?7:56 What are relative value strategies?10:11 How does merger arbitrage work?11:25 How can relative value strategies protect investors from volatility?13:20 Why should relative value strategies do well in the current environment?
What this episode covers
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What exactly do we mean by alternative investments? And why are investors paying more and more attention to them? In this episode of the Beyond Markets podcast, Adrienne Jaersvall, Head of Fund Advisory at Julius Baer, talks to Helen Freer, Investment Writer, to answer these questions. They also discuss various alternative investments including relative value strategies, and Adrienne offers her insights on how investors can incorporate them into their portfolios. 0:56 Why have we been hearing more about alternative investments?2:44 How can an investor best incorporate alternative investments into their portfolio?3:58 Can alternatives lower the overall risk level of a portfolio?5:18 How can hedge funds add value to a portfolio?7:17 Within hedge funds, which strategies do you like at the moment in particular?7:56 What are relative value strategies?10:11 How does merger arbitrage work?11:25 How can relative value strategies protect investors from volatility?13:20 Why should relative value strategies do well in the current environment?
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How alternative investments can add to your portfolio
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