Alternatives

Expert Analysis

Make alternative assumptions at your peril

Assuming ‘alternatives’ will help asset allocation could be a mistake as there are distinct differences in the performance and behaviour of funds in this asset class, wri...

Expert Analysis

Alternatives reaping rewards for patient investors

Taking a long/short approach can pay off for investors, writes Jun Bei Liu, as they make increased allocations to alternatives....

Funds management

Precious metals up as investors turn to alternatives

The concerns of a re-emergence of high inflation have forced investors to turn to alternative assets, driving up the price of precious metals by around 10% in three month...

Features

Considering the alternative

While alternative strategies can provide protection during down markets, advisers are still hesitant as they feel the perception of risk and illiquidity overshadow the be...

Funds management

Australians lead the way in alternatives allocations

Almost double the number of investors in Australia are investing in alternatives compared to their counterparts in Asia Pacific, according to PIMCO. ...

Expert Analysis

Alternatives for AIDing portfolio objectives

Kerry Craig explores how AID – alpha, income and diversification – can help advisers with construction of their clients’ investment portfolios....

Funds management

European alternatives funds surpass €2t in AUM

European alternatives funds have surpassed €2 trillion in assets under management for the first time, with France and Germany standing out....

Funds management

Look to alternatives for over 20% returns

Almost half of funds in the alternatives sector have achieved positive returns over the year to 31 July 2020, and investing in the sector could improve risk-adjusted retu...

Funds management

Not a good time to ignore alternatives

Now is the time investors should look at increased allocation to alternative strategies to improve risk adjusted outcomes and liquid alternatives focused upon absolute re...

Tools & guides

Alternatives for income

With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...

Funds management

Equities to offer better long-term value

From a long-term perspective, equities will offer better value to investors than most other asset classes, according to DNR Capital....

Funds management

Balanced funds ‘flying blind’ in their allocations

Assets such as infrastructure are failing to provide defensiveness during sharp market downturns, according to Cor Capital. ...

Funds management

Powerwrap teams up with US platform provider

Powerwrap has secured a strategic partnership with alternative investment platform provider, Qualis Capital. ...

Policy & Regulation

Fixed term investment marketers in ASIC’s sights

Firms marketing fixed term investment products as a substitute for bank term deposits have been placed on notice by the Australian Securities and Investments Commission. ...

Funds management

Investors should look beyond traditional equity and bond allocations

Now is the time for investors to review their portfolios and consider a greater degree of diversification such as alternatives for income and growth, according to J.P. Mo...