Singing an alternative tune in volatile markets – Overberg Asset Management's Nick Downing

When markets are volatile, where would you normally invest if you are seeking lower volatility and higher income yields than equity markets? The traditional answer to that is government bonds. Founder and CEO of Overberg Asset Management, Nick Downing, says bonds are however no longer fulfilling their traditional role as balanced portfolio risk diversifiers. Downing suggests that investors should consider a blend of alternative asset classes for their global portfolio and has singled out six classes and the investment vehicles of choice to balance share portfolios. They are renewable energy, infrastructure, private equity, secured loans, absolute returns and a rather unusual asset, music royalties. He told BizNews of a company Overberg has chosen as an investment vehicle that taps into the appetite for streaming services. When the market gives you volatility, music royalties could be music to your ears to find balance in your portfolio, with a company called BHMacro. – Linda van Tilburg Learn more about your ad choices. Visit megaphone.fm/adchoices