Podcast: CLO Market Pulse with Ian Gilbertson
Ian Gilbertson, Co-Head of US CLOs and Senior Portfolio Manager, shares his outlook on the CLO market and implications for insurance investors.
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Q&A with Kristina Hooper
Within the alternatives space, what are your thoughts on real estate?
Answer (footage of Kristina)
What's really interesting about real estate is that a lot of it is not cyclical. I think many investors don’t necessarily realize that at first blush. It can include student housing, it can include medical buildings, self-storage, a whole variety of areas that are not tied to the economic cycle. So, for me, what we're hearing and seeing right now is, is there's a lot of interest in real estate for the income it generates, and I think that makes sense.
Question (words show on screen):
Q&A with Kristina Hooper
Are there any other alternative asset classes you’re watching closely?
Answer (footage of Kristina)
Another area of opportunity is floating rate loans. Of course, they can benefit from a rising rate environment.
And because economies like the US have been quite resilient, credit quality is good. So, this is a very attractive area and one that can offer diversification benefits for those with a core fixed income portfolio.
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Published: August 2023
Chief Global Market Strategist Kristina Hooper shares her views on why real estate and floating rate loans could be attractive areas of opportunity despite rising rates. What could these alternative asset classes mean for income generation and portfolio diversification?
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