Ausbiz Interview - An Alternative Way to Generate Alpha for Your Portfolio

After inflation is taken into account, yields on cash are going backwards. It’s a similar story for bonds. And that’s before capital risks are taken into consideration at a time of accelerating inflation and potential interest rate hikes.

When it comes to portfolio construction, it’s a difficult environment.

So where can you obtain alpha without taking on an abundance of risk? Anthony Murphy of Lucerne Investment Partners suggests alternative investments could provide the answer, including digital assets such as crypto currencies.

He discusses how you can get access to these investments before they go mainstream, providing an edge when it comes to portfolio performance. Anthony also provides some tips on how to find the investment darlings while avoiding capital killing investment dogs.

Outside of the digital assets space, Paul weighs up the opportunities in the private debt space, especially the green energy sector.

With markets starting to bet on the prospect of rate hikes in the months ahead, he provides some insight as to how broader asset classes are likely to perform.