I downgrade FDL to hold due to its heavy energy and health care exposure, which are underperforming and dragging on returns. The recent portfolio rebalance increased FDL's risk and volatility, with 55 ...

A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...

A prominent and well-regarded researcher, himself a founder of a pension consulting firm, recently released a bombshell Social Science Network report that reveals the underperformance of public ...

While equity-bond correlations have by and large been negative over the past decade, it has turned positive since 2022. Gold's historical status as a safe-haven asset and store of value offers a layer ...

A forward looking analysis of alternative investments in 2026, covering private equity, private credit, infrastructure, real assets, and portfolio allocation strategies.

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Nomura's Gareth Nicholson is putting a precise number on how much risk investors should shift away from traditional markets, arguing that roughly a quarter of a portfolio belongs in alternatives. His ...

Investing is a proven way to build long-term wealth, but the path is not a straight line. Market volatility creates stressful swings and short-term losses along the way. While that’s true any year, ...

This paper discusses the current economic issues that challenge investors, including slow economic growth with persistent price increases. The analysis reviews how these conditions impact traditional ...

When evaluating alternative investments, most people focus on the potential for higher returns. And while I believe the pursuit of higher returns is a strong reason for alternatives for quite a number ...