Insights

Alternatives

The calm before the (next) storm?

Options markets suggest investors shouldn’t forget about defensive investments.
Showing 1–6 insights out of 39 results
Research report

Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.

Chart of the week

Safe haven sell-off highlights need for non-correlated asset classes

How safe are “safe havens”? Our chart compares the trajectories of gold and 10-year Treasuries alongside equities’ rapid descent.

Chart of the week

The 60/40 portfolio sinks amid market volatility

Finding shelter amid market mayhem? This week’s chart shows why investors may need alternative sources of income and diversification.

Chart of the week

Conservative goals suggest heightened need for alternative investments

Are investors falling out of love with the bull market? This week’s chart notes a shift toward fear as pressures mount across traditional markets.

Research report

Reframing the role of alternatives

A study in partnership with InvestmentNews Research

Chart of the week

60/40 portfolios soar in 2019. Are lower returns ahead?

Traditional stock and bond portfolios are soaring, but the return drivers seem to be running out of steam. Our chart explains what this could mean for investors in 2020.

Showing 1–6 insights out of 39 results

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