60/40 is Dead- Why All Investors Need Private Markets: Alternatives Special

DEC 23, 202553 MIN
In the Money with Amber Kanwar

60/40 is Dead- Why All Investors Need Private Markets: Alternatives Special

DEC 23, 202553 MIN

Description

What if the biggest investing opportunities aren’t in stocks at all?This episode of In the Money with Amber Kanwar kicks off a brand-new special series on Alternative Investing, starting with a candid conversation between Amber and longtime colleague Paige Ellis, who takes over hosting duties for the series. Together, they set the stage for why private markets, once reserved for institutions and ultra-wealthy investors, are rapidly moving into the mainstream — and what that shift means for everyday portfolios.Paige is then joined by Mario Giannini, Executive Co-Chairman of Hamilton Lane, a private markets powerhouse overseeing nearly $1 trillion in assets. Drawing on decades of experience, Giannini explains why public companies are disappearing, why private capital now dominates everything from AI implementation to infrastructure, and how investors should think about illiquidity not as a flaw, but as a feature.The conversation tackles some of the most pressing questions investors have about alternatives: how much of a portfolio should be allocated to private assets, why private credit has quietly outperformed for years, what risks are misunderstood, and why evergreen structures are reshaping access for high-net-worth and retail investors alike. Giannini also weighs in on AI valuations, secondaries, infrastructure, Canada’s investment outlook, and why future growth in private markets may be driven by individuals rather than institutions.This is the first episode in a three-part deep dive into alternatives — a reset on how capital is allocated in a world where the most valuable companies may never go public.Timestamps00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY01:45 A look into our special series on alternatives06:00 SPECIAL GAME: What is an alternative asset?13:45 How sideways deals have informed Mario Giannini’s investment approach16:30 How private investing became much more popular after the GFC18:00 Why you need private exposure because public companies are disappearing20:40 Private markets outperforming public markets22:50 Are there cracks in private credit? 25:45 Is AI in a bubble?27:45 AI & private markets30:30 What is Mario bullish on right now? 32:10 The good news and bad news about Canada35:00 Why Hamilton Lane was one of the first to offer private investment vehicles to individuals and why a downturn might be necessary39:20 The liquidity question44:00 Understanding gating and why it’s happening46:50 How much of a portfolio should be in private investments? 51:00 Is there an area of private investments where retail has an edge? SponsorsSign up for your first self-directed account at https://questrade.com. Get your $50 cash reward when you use the promo code: INTHEMONEY. Or open a QuestWealth Portfolios account and your first $10,000 will be managed for free for one year. Promo code: INTHEMONEY.  Join the Questrade Pro Waitlist: https://www.questrade.com/questrade-proFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews