Some Big Allocation Shifts Are Ahead

The impact of the highly uncertain macro environment in which we find ourselves, coupled with the near universal expectation that future returns for most asset classes will trail their long term historic averages, can be seen in the increased acceptance of alternative investments. A recent poll of 755 financial advisors, conducted by, found the following:

Big Allocation Shifts Ahead

Based on these results, RIAs have clearly taken the lead in building portfolios intended to navigate the challenging times ahead. The full article/survey can be found here.