Bloomberg Surveillance · Tuesday, July 21, 2026
Barbara Durkee of BDA Capital Partners anticipates continued market volatility despite strong earnings, citing a 22x P/E ratio and rotation between high-flyers and laggards. She suggests alternative investments can offer lower correlation and reduced short-term volatility.
“In terms of alternatives if you mean private equity, yes, I mean there's liquidity issues there, but there's also alternative investments include hedge funds and other things. But I don't know if they feel locked in. I think right now the issue in the markets, you're at a twenty two times pe. You're seeing incredible volatility as rotation out of some of the high flyers and then back again because their profit profile is strong, you know, is going to gettinue, and also worries about when the Fed hikes and what happens with earnings.”
“So I think you're going to see continued volatility here in the market. So people are looking at alternative investments is a different correlation and perhaps less volatility in the short run.”