Considerations for Allocating to Alternatives

When adding alternatives to a portfolio, the allocation source matters. These tips can help you determine where to reduce other allocations in favor of liquid alternatives.

Finding Income in a Low-Yield World

Alternatives Portfolio Manager Hitesh Patel explores how his team is finding yield outside of traditional investment markets.

Alternative Income in a Bull Market

Head of Investment Solutions Cleo Chang explains our alternatives team’s active approach in one of the longest bull markets on record.

Collateralized Loan Obligations: An Alternative for Rising Rates

As interest rates continue to rise and chip away at bond returns, investors may want to look beyond traditional fixed-income holdings. One attractive alternative in a rising rate environment: collateralized loan obligations (CLOs).

Alternative Strategies in Challenging Markets

As markets wrestle with rising rates, a reduced Federal Reserve balance sheet and the impact of tax reform, could alternative investments provide an avenue for investors to diversify their portfolios beyond stocks and bonds?

Niche Income Environment: Still Attractive?

Niche income securities provide interesting opportunities in the hunt for uncorrelated returns. Head of Investment Solutions Cleo Chang explains why.

An Alternative Path for Fixed-Income Returns

If you have clients looking for fixed-income solutions in the current market environment, consider an active alternative to help manage risks.

Getting to Know Asset-Backed Securities

Even though asset-backed securities (ABS) represent a small part of the overall securitized market, learn about why we believe this asset class offers potential diversification benefits and attractive risk-adjusted performance.

Subprime Auto ABS

Subprime automobile loans packaged as asset-backed securities (ABS) may offer attractive uncorrelated returns and a short duration profile, but don't come without risk.

    Alternative mutual funds that hold a variety of non-traditional investments also often employ more complex trading strategies than traditional mutual funds. Each of these different alternative asset classes and investment strategies have unique risks making them more suitable for investors with an above average tolerance for risk.