July 21, 2025

Interview:
BNN
Bloomberg,
The
Close:
Discussing
Alternative
Investing

Stephen Johnston discusses why investors are increasingly turning to alternatives like farmland, private equity, and private credit. With traditional 60/40 portfolios under pressure, these real assets offer uncorrelated returns and diversification. He notes the importance of transparency, third-party valuations, and understanding liquidity risk, especially in funds offering redemption terms that may not match underlying asset liquidity.

Watch interview here.

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