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Listed markets have delivered exceptional returns but with valuations at elevated levels, where do investors find genuine diversification?
In this episode, Aurellan CEO Chris Di Leva is joined by Mark Perry, Head of Alternatives Manager Research at Wilshire, joining us from Los Angeles. Mark leads manager research across private equity, private credit, real assets and the niche strategies in between.
They discuss:
- How US investors allocate to alternatives — and the contrast with New Zealand, where private markets barely feature in most portfolios
- "Alternative yield" explained: music royalties, transportation leasing and specialist lending — and why pricing power is the key ingredient
- Private credit headlines: separating signal from noise
- Why private equity is a genuine diversifier, beyond just quarterly pricing
- Building a private markets programme: primaries, secondaries and co-investments
- The question almost nobody is asking: are most retirement portfolios too liquid?
Learn more about Aurellan at aurellan.com or follow us on LinkedIn.
Important Information
Aurellan is an investment management client of Wilshire; no compensation was paid for this episode. Views expressed are personal opinions as of the recording date, subject to change, and are not an offer or solicitation to buy or sell any security. Statistics and performance comparisons discussed are estimates only and are not indicative of future results.
