More of our insights
The traditional “40” is broken
Declining rates have left the traditional “40” struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.
The calm before the (next) storm?
Options markets suggest investors shouldn’t forget about defensive investments.
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.
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.
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.
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.