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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.
March 2020
Alternatives Portfolio Manager Hitesh Patel explores how his team is finding yield outside of traditional investment markets.
December 2019
Head of Investment Solutions Cleo Chang explains our alternatives team’s active approach in one of the longest bull markets on record.
August 2019
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).
May 30, 2018
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?
February 16, 2018
SVP Head of Alternatives Cleo Chang sees these three challenges heading into 2018 that may cause investors to reexamine the risk exposure in their portfolios.
February 06, 2018
Q3 was good to alternative investments, and SVP Cleo Chang expects a smooth period for the foreseeable future. Find out why in her Q4 update.
October 25, 2017
Niche income securities provide interesting opportunities in the hunt for uncorrelated returns. Head of Investment Solutions Cleo Chang explains why.
April 2019
If you have clients looking for fixed-income solutions in the current market environment, consider an active alternative to help manage risks.
January 2019
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.
September 2018
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.
Asset-backed securities (ABS)
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.