When Beta Fails, Are You Prepared?

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Presented by

Jeppe Ladekarl, Allyson Pellissier & Paul Goldwhite, First Quadrant; Brendan Maton, IPE

About this talk

Equity markets may be showing signs of vulnerability after experiencing a strong rally in stocks across some parts of the globe. With inflation concerns and rising rates weighing on fixed income assets, investors are wary of turning to this traditional source for return and diversification. Commonly used alternatives to these traditional beta sources come with their own challenges such as complexity, liquidity, lack of transparency and, in some cases, potentially stretched valuations. In this webcast, we offer a liquid and transparent approach to generating returns, especially during times of market stress. Please join Jeppe Ladekarl, Paul Goldwhite and Allyson Pellissier from our Macro Investment team, as they discuss how an allocation to macro may improve your portfolio's risk-adjusted return profile and why currency can be an effective medium for expressing macro views and delivering returns when investors need them most. Disclaimer: Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss. Presented by: - Jeppe Ladekarl: Partner, Investments, First Quadrant - Allyson Pellissier, PhD: Associate, Investments, First Quadrant - Paul Goldwhite, CFA: Director, Investments, First Quadrant Moderated by: - Brendan Maton, IPE
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