Alternative Investments Amid the Threat of an Inverted Yield Curve
While volatility made a comeback in the first half of 2018, alternative investments have generally faired well—which may help provide investors with more risk management during sell-offs. Head of Investment Solutions Cleo Chang presents alternative strategies as a third component of a diversified portfolio and discusses what’s behind the flattening yield curve.
AC Alternatives® Funds
Designed to address a client's desire to generate consistent income while mitigating the risks of rising interest rates and heightened volatility.
A core equity complement that seeks to provide participation in rising equity markets, with a risk management focus when markets decline.
A portfolio diversifier with high liquidity*, low volatility and low correlations to traditional asset classes designed to deliver return regardless of market conditions.
A portfolio diversifier seeking long-term capital appreciation with low volatility and no correlation to the stock market.
* High Liquidity refers to the fact that mutual funds allow shareholders to purchase or redeem their shares on a daily basis. Conversely, hedge funds restrict contributions or redemptions to a monthly or quarterly basis.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for, investment, accounting, legal or tax advice.