Alternatives
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Building portfolio resilience at the macro level
When is the right time to allocate to macro? Low-correlated strategies such as global macro are designed to be strategic allocations.
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Why invest in agriculture now?
The solid fundamentals supporting farmland as an asset class remain. Now, new advances are sustainably increasing farmland yields while creating additional income streams.
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Using alternatives to help improve the risk-adjusted returns of a 60/40 portfolio
Alternative investment strategies may help to improve the risk-adjusted returns of a 60/40 stock-bond portfolio. We explore different portfolio construction approaches.
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Mezzanine financing can shine when macro clouds loom
Investors extending mezzanine financing to the middle market now have an opportunity to lock in fixed-rate contractual coupons while they’re still high.
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Understanding the alternative investment landscape
Alternative investments can be wide ranging. To understand the role of each within a portfolio, we look at a framework for categorizing different alternative strategies.
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Farmland's inflation-hedging characteristics
A comprehensive analysis of different crop types’ performance in an inflationary environment.
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Why invest in alternative investments now
A new macroeconomic regime strengthens the case for alternative investment solutions.
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From tender offer funds to BDCs: what to look for in registered alternative vehicles
With proliferation in registered alternative vehicles, we look at some considerations financial professionals should make.
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U.S. farmland investment returns: continued gains in 2022
Our optimistic outlook for U.S. agricultural investments continues following overall outstanding performance.
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Private wealth is heading to alternatives—what’s driving it and where is it going?
Trends in the growth of mass affluent and private wealth and the increasing demand for alternative investments.
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