Alternatives
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The case for long/short equity funds as volatility rises
In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.
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Trading places: favoring defensive equity when bond yields go too low
While defensive equity may strike some as an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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Investing in fintech innovation
Learn about the disruption and innovation at the intersection of finance and technology—and why now is the right time for investing in fintech.
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Market history lessons
Circumstances change, but behavioral patterns endure. Learn how lessons from the past can inform your portfolio’s present and prospective positioning.
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Why invest in infrastructure?
See how infrastructure investing—utilities, energy, telecoms, REITs, and industrials—helps turn life’s necessities into a stabilizing force for portfolios.
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Three alternative asset classes worth watching right now
Some types of alternative investments perform better than others during certain phases of the business cycle. See which categories we favor in this environment.
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Hedging inflation and interest-rate risk with enduring assets
After lying dormant for the last decade, inflation and interest-rate risk have risen, returning to the investment conversation. See how to prepare your portfolio.
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Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.
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Moving beyond the bleak 60/40 outlook: a new diversification paradigm
Is 60/40 diversification still sufficient? See how investors can prepare for a market outlook that appears less generous than recent history would suggest.
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