Section
Alternative Investing
728 posts
Infrastructure steady as equities swing
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted basis, and could have room to run.
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Turning the Page: Why 2025 May Be the Year Merger Arbitrage Steps into the Spotlight
Strategic Resilience in 2024: Playing Defense to Win "If you were to summarize it in one word, it…
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your “diversifiers” stop diversifying, what do you do? ETF analyst Tony Dong has a few ideas—some that…
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet on Global Outlook
Listen on The Move Summary In this timely episode of Insight is Capital, Pierre sits…
The World’s Most Dangerous Game of Chicken
by Nick Mersch, CFA, Associate Portfolio Manager, Purpose Investments People thought Trump was playing 4D chess. Instead, he’s…
Understanding CTAs: The Structural Core of Modern Liquid Alternatives
Why Commodity Trading Advisors Deserve a Prominent Seat at the Alternatives Table In an investment climate increasingly shaped…
Merger Arbitrage Advantage: Delivering Durable, Uncorrelated Return Streams
Introduction: Understanding the Opportunity in Merger Arbitrage Merger arbitrage—a subset of event-driven investing—represents a distinctive opportunity for portfolio…
Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
Long revered as the only free lunch in finance, diversification now finds itself on trial, its once-unquestioned wisdom…
Harnessing the Power of Private Equity in a Diversified Portfolio
In the world of investing, diversification remains a cornerstone strategy for minimizing risk while maximizing potential returns. While…
Riding the Edge of Chaos: Why Advisors Must Embrace the New Era of Diversification
There’s an old saying in investing: past performance is no guarantee of future results. It’s a phrase so…
Simplify's Paisley Nardini: Market Outlook—Time for Tail-Risk Protection?
Listen on The Move 🔹 Is your portfolio riding the edge of chaos? - Discover why diversification…
Rebuilding resilience in 60/40 portfolios
by Jeffrey Rosenberg, Managing Director, & Team Systematic Fixed Income, BlackRock Key points Heightened fiscal, trade, and policy…
The World is Evolving. So Too Must Portfolio Construction.
Rethinking Portfolio Construction: Why 40/30/30 is the Key to Balance Since 1950, the investment portfolio has remained largely…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Crowded Trades & The Passive Investing Paradox
The most dangerous investments are the ones everyone believes are safe. Today, the largest passive funds in the…
