alternative investment strategies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 5, 2026 by Brendan O'Connor · across every show →
Everything said about alternative investment strategies, oldest first
Feb 5, 2026 bearish
O'Connor: Long-only equities and fixed income cannot deliver required portfolio growth
“I don't believe that that's the future for investors looking to achieve growth in their portfolio. Given that backdrop of Higher for longer inflation, sticky inflation, breakdown of some of the free trade agreements that were happening and lowering costs befor…”