Alternative Angles

Your go-to source for the latest alternative investment insights from Fidelity.Hear from leading portfolio managers and researchers as they discuss current market trends and emerging alternative strategies to help you unlock new ways to drive portfolio returns.These seasoned investment professionals have all earned their stripes in their highly nuanced markets as investment managers and institutional investors, their knowledge and savvy are extremely valuable, and we want to share their perspectives with you.

Alternative Angles is a business podcast hosted by Fidelity, with 15 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Fidelity hosts Alternative Angles, a business show with 15 episodes published.

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  Episode #15

  Back to the future of direct lending: The alpha edge in the traditional middle market

  Jun 30, 202646 min

  As private credit continues to evolve and competition intensifies, where can direct lending still deliver a meaningful edge? In this episode of Alternative Angles , Host Steve Rosen sits down with Fidelity’s Head of Direct Lending, David Gaito, to explore: How leverage, covenant structures, and underwriting discipline shape downside protection The impact of dispersion, vintage risk, and scaling on long-term outcomes and manager edge What current market dynamics, including fundraising trends and capital flows, signal for investors

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  Episode #14

  CLO tranche investing: A paradox of static structure and dynamic collateral

  Jun 1, 202652 minS0

  <p>What drives performance when investing in CLO tranches—is it structure or credit—and why does it matter for income-oriented investors and institutional portfolios? In this episode of Alternative Angles, host Steve Rosen sits down with Fidelity portfolio managers David DeBiase and Michelle Liu for a focused discussion on investing in collateralized loan obligation (CLO) tranches, their design, the leveraged loan collateral that underpins them, and how risk and return are distributed across the capital structure.</p><p>Listen in as Dave and Michelle explore where CLO tranches fit within a portfolio, the trade-offs versus traditional fixed income, and key...

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  Alternative Angles

  Unlocking systematic alpha through equity extension strategies

  Apr 27, 202644 minS0

  <p>Extension strategies sit at the intersection of alpha efficiency and portfolio construction, but how do they work in practice? In this episode of Alternative Angles, host Steve Rosen sits down with Gilbert (Gil) Haddad, Fidelity’s chief investment officer of advanced strategies and research, for an in-depth discussion on how systematically implemented equity extension strategies can unlock incremental alpha while maintaining disciplined risk management. </p><p>Listen in as Gil goes inside Fidelity’s systematic alpha platform, exploring how proprietary fundamental research and alternative data are integrated into a scalable, resilient investment process—and where extension belongs in a modern...

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  Alternative Angles

  Commercial mortgage-backed securities: The crossroads of real estate debt and liquid credit

  Mar 5, 202644 minS0

  <p>High-yielding commercial mortgage-backed securities (CMBS) sit at the crossroads of real estate debt and liquid credit investing. In this episode of Alternative Angles, Fidelity Portfolio Manager Matt Torchia and Host Steve Rosen discuss how this nuanced and less efficient market can help provide investors with an attractive current yield, idiosyncratic alpha, and portfolio diversification.</p><p> </p><p>Tune in for insights on:</p><p> </p>Conducting bottom-up, property-by-property valuations.Assessing shifts in commercial real estate fundamentals and loan underwriting standards.Navigating the market and CMBS structures after a rise in interest rates and a fall in property values.CM...

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  Alternative Angles

  Structured credit spotlight: Collateralized loan obligations

  Jan 28, 202649 minS0

  <p>Collateralized loan obligations (CLOs) have been a cornerstone of structured credit for decades, delivering durable performance through multiple market cycles. But what makes them so resilient? In this episode of Alternative Angles, Fidelity’s Tim Hartshorn, managing director and head of CLO Capital Markets and Structuring, and Fidelity Portfolio Manager Kevin Nielsen join Host Steve Rosen to break down the architecture of CLOs—from senior secured loan portfolios to structural credit enhancements and protective covenants—and explore why CLOs remain a powerful tool for portfolio diversification and income generation.</p><p>Tune in for insights on:</p>How CLOs are bu...

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