Investing in liquid alternatives – Rory Poole

As liquid alternatives rise as a popular investing strategy, we check in with Fidelity’s Director of Alternatives, Rory Poole. Rory discusses the latest market trends affecting liquid alternatives and how they may fit in a client’s portfolio. Rory defines an alternative as any investment where the value is not solely driven by the stock or bond market going up. He says alternatives can involve many different types of strategies and assets and many investors don’t even realize that they own alternatives investments in their portfolio. Rory points out that liquid alternatives have evolved a lot in the eyes of the investor over the last 5 to 10 years. Rory talks about the five main alternatives classes including private equity, private debt and credit. He also deep dives into the various alternative funds Fidelity offers including the Canadian Long/Short alternative fund that was launched earlier this year.

Recorded on May 10, 2024.

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