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Insights on Alternative Assets with Kimberly Flynn

Kimberly Flynn joined Roger Becker on his Street Smart Success podcast to discuss the rise of private credit as a compelling asset class amidst rising interest rates. Flynn explores the benefits of integrating alternative investments into traditional portfolios —namely, enhanced returns and mitigation of risks associated with overexposure to large-cap US companies.

As US investors move away from the traditional 60/40 portfolio model (60% stocks, 40% bonds) after poor performance in 2022, Flynn is increasingly “seeing these alternatives being woven into the fabric of a traditional 60/40 portfolio.” In light of this growing trend, she proposes a revised approach where 60% of an investor’s portfolio is allocated to total return-oriented investments and 40% is allocated to income-oriented investments.

Click the link below to access the podcast and to learn more about private credit and other alternative investments. To learn more about XA Investments and to access educational materials, please visit xainvestments.com.

Full Podcast Episode: Private Credit Is A Rapidly Growing Asset Class

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