Alternative Investment Opportunities Through a Slowing Economy

Alternative Investment Opportunities Through a Slowing Economy	1
CONTENTS	2
Overview	3
Overview (continued) (1)	4
Overview (continued) (2)	5
How much should qualified investors allocate to alternatives?	6
The state of the alternatives market	7
The state of the alternatives market (continued) (1)	8
The state of the alternatives market (continued) (2)	9
Bonds are back again: Where to find potential fixed income and yield opportunities now	10
Bonds are back again: Where to find potential fixed income and yield opportunities now (continued) (1)	11
Bonds are back again: Where to find potential fixed income and yield opportunities now (continued) (2)	12
Bonds are back again: Where to find potential fixed income and yield opportunities now (continued) (3)	13
A sequence of equity opportunities: Finding value beyond narrow leadership	14
Positioning for market dislocations	15
Positioning for market dislocations (continued)	16
Active management to seek out quality and value in volatile times	17
Active management to seek out quality and value in volatile times (continued) (1)	18
Active management to seek out quality and value in volatile times (continued) (2)	19
Active management to seek out quality and value in volatile times (continued) (3)	20
Unstoppable Trends are changing the world	21
Unstoppable Trends are changing the world (continued) (1)	22
Unstoppable Trends are changing the world (continued) (2)	23
Unstoppable Trends are changing the world (continued) (3)	24
G2 – The rise of Asia	25
G2 – The rise of Asia (continued)	26
What to do now	27
2023 areas of focus: Private equity & real estate	28
2023 areas of focus: Hedge funds	29
Risk Summary for Non-Mainstream Pooled Investments	30
Alternatives team	31
Glossary	32
Glossary (continued)	33
Disclosures	34
Disclosures (continued) (1)	35
Disclosures (continued) (2)	36
Disclosures (continued) (3)	37
Disclosures (continued) (4)	38
Disclosures (continued) (5)	39

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