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.
Reframing the role of alternatives
A study in partnership with InvestmentNews Research