Carbon Markets as Alternative Investments with Luke Oliver

Lead-Lag Live - Ein Podcast von Michael A. Gayed, CFA

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The quest for true portfolio diversification often feels impossible in today's market environment. When volatility strikes, traditional "alternatives" tend to move in lockstep with equities, undermining their diversification benefits. But what if there existed an asset class with genuine structural independence from equity markets? Enter the carbon credit market – perhaps the ultimate alternative investment. With a remarkably low 0.3 correlation to US equities, carbon markets offer double th...

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