Section
Alternative Investments
582 posts
The Long View: Not a Straight Line
ClearBridge Investments: Although markets often pause to digest after large gains, history suggests these episodes usually prove fleeting, meaning major indexes could move higher in the second half of 2026.
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
The Sequence Tax: Why the First Five Years of Retirement Decide Everything
by AdvisorAnalyst.com Editorial Team Every retiree gets one shot at one sequence of returns. According to David Varadi,…
The Portfolio You Built for Yesterday Won't Survive Tomorrow
by AdvisorAnalyst.com Editorial Team The investment playbook that generated strong returns from 2010 to 2024 is not the…
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
When Markets Break, Trend Followers Get to Work
A whitepaper from Meketa Investment Group lays out the mechanics, history, and portfolio logic of trend following — and why advisors should take a second look.
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Listen on The Move Larry Swedroe has spent 30 years proving the market will almost always beat…
The Covered Call ETF Gap | Convexitas' Devin Anderson and Zed Francis
Listen on The Move Most investors think they fully understand what they own — Devin Anderson and…
The Portfolio Nobody Told You to Build
Listen on The Move What if the investing rules that protected you for 40 years just stopped…
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
KKR's McVey: Muddle Through, Not Meltdown — But Don't Get Comfortable
Henry McVey and KKR's Global Macro team have updated their U.S. forecasts in response to the Iran conflict, Strait of Hormuz disruption, and compounding macro crosscurrents. The base case is not catastrophe — but the distribution of outcomes has widened, traditional diversification is breaking down, and markets may be materially underpricing the risks ahead.
Canada's Private Markets: The Easy Growth Is Over. The Real Work Begins.
iCapital Canada's 2025 survey paints a clear picture — not of a market losing momentum, but of one finally growing up.
Managed Futures: Current Positioning and Geopolitical Risks
by Michael McClain, Alternative Investment Research Analyst and Due Diligence, LPL Research Managed futures strategies, also known as…
New year, same rotation
ClearBridge Investments believes a further continuation of late 2025’s broadening earnings delivery and accompanying market leadership rotation is likely given the underlying fundamental drivers.
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…