For 10 years, alternatives managers have used the financial crisis as a rallying cry; the penultimate example of how far markets can fall, and how alternatives can cushion the blow.
October 03, 2018
August 17, 2018
Morningstar recently published a paper titled “Liquid Alternatives Have Yet to Prove They Belong in Portfolios.” We have concerns with the analysis on multiple levels.
November 02, 2017
While this is a bit of self-promotion, I recently wrote an article for Investment Advisor’s November issue, concerning the daunting challenge facing advisors today. That is, how to generate real returns sufficient to meet the needs of clients over the next decade or so, given stretched valuations across all major asset classes, while protecting against the inevitability of bear markets and black swans.