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Don’t call it a comeback: Improving portfolio durability with liquid alternative strategies
Alternative investment styles, such as equity market neutral and managed futures, have grown significantly in daily liquid wrappers as investors recognize their ability to enhance portfolio diversification while providing ease of implementation.
Key Takeaways
- Advisors and their clients are re-examining traditional sources of diversification due to above-trend interest rates and inflation, rising stock/bond correlations, high valuations, and geopolitical uncertainty.
- Within the liquid alternatives universe, mutual funds and exchange-traded funds (ETFs) that employ hedge-fund-like investment styles are seeing significant growth due to their ability to diversify a traditional portfolio.
- Strategies such as equity market neutral and managed futures, which seek to provide idiosyncratic alpha, exposure to alternative risk premia, and non-correlated returns, may enhance portfolio resilience.
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Don't call it a comeback: improving portfolio durability with liquid alternative strategies
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Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
For important information, see the full linked content.
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