In this latest Product Spotlight, we speak with Sid Kumar from Challenger Investment Management, who shares timely insights into navigating today’s liquidity-challenged market environment.
Sid discusses the importance of maintaining a disciplined approach to illiquidity premiums, noting that over the past decade these premiums have typically ranged between 100 and 250 basis points. He explains why it’s essential not to compromise on this threshold, even as market conditions shift.
The conversation also explores how preparedness plays a crucial role in capturing opportunities – particularly during periods of seasonal or time-sensitive pressure, such as the lead-up to Christmas. Sid highlights scenarios where acting decisively in uncomfortable or accelerated timelines can deliver outsized liquidity premiums.
This concise interview provides practical context on how professional investors are positioning for current conditions and where they’re finding value.
Watch the full video to gain deeper insight into Challenger’s approach.
