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Category: Alternatives

10 posts categorized as "Alternatives"

Do Liquid Alternatives Work?

November 9, 2018

October 2018 wasn’t a great month for equities. The S&P 500 recorded a 1-month loss of 6.84% as volatility made a substantial resurgence, the likes of which we haven’t seen in nearly a decade. Whether the volatility continues, or we see a sharp rebound to the previous trajectory of growth we’ve become accustomed to, the…

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Diversifier Strategies – Market Neutral

March 1, 2017

Diversity is a mainstay in our industry. We search for it, sell it to clients, and ultimately rely on it in seasons of market uncertainty. Understanding the importance of insulating portfolios from total market vulnerability is simple. Staying up-to-date on available strategies to dampen the effects of volatility can be tricky. In 2016, select Market…

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Year End Liquid Alternatives

January 11, 2017

The last year has been surprising in many ways for investors and advisors, alike. In what will be remembered for a wild ride in equities, and maybe (finally) the end to the 30-year bull market for core bonds, one thing was easily predictable – the financial press reaction to liquid alternatives’ (Diversifiers) performance for the…

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The Cover Jinx

June 7, 2016

From a market perspective February seems like a long time ago. Headlines were all about recession and market corrections. The global stock indices began the year with the worst January on record, and the first half of February brought no relief. With this as a backdrop, Barron’s cover featured AQR Investments, “AQR’s academic research has…

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Managed Futures – Setting Expectations

April 25, 2016

As we review the current results of various Managed Futures strategies we find a wide set of potential returns, as well as a wide variety of options as to the type of investments offered. These strategies include single manager, multi manager and indexed. Most of the liquid strategies have 3 years or less of returns…

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Everyone Deserves a Second Chance

April 7, 2016

The first quarter of 2016 provides advisors with a significant opportunity to ready their process for the oncoming DOL standard. With equities having their poorest yearly start in history, then bouncing back with a vengeance, bonds defying most predictions and Gold being the leading asset (+14%) class for returns, the cyclical nature of the markets…

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And The Winner Is…

January 11, 2016

With last night’s Golden Globes and tonight’s NCAA College Football Championship, the awards season is officially underway. Although we are unsure of when Morningstar and Lipper will announce their fund family of the year, we will go out on a limb and call it now. For our money, and thankfully more and more of our…

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Definition of ‘Market Neutral’

October 20, 2015

Market Neutral is a strategy undertaken by an investor or an investment manager that seeks to profit from increasing and decreasing prices in a single or numerous markets. Market-neutral strategies are often attained by taking matching long and short positions in different stocks to increase the return from making good stock selections and decreasing the return…

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Market Uncertainty and Diverse Investor Needs: The Three Mandate Approach

July 3, 2015

When confronting risk, advisors face a challenging environment in 2015: Global equity markets are soaring, while many fixed income markets face the prospect of rising rates and central bank intervention. Meanwhile, the market shocks of 2000 and 2008 loom large in investors’ memories. Amid this uncertainty, investors now seem to come in two distinct types….

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The Importance of Education on Complimentary Diversifiers

June 29, 2015

A December Wall Street Journal headline titled” ‘Liquid –Alternative’ Mutual Funds Dealt Setback as Investors Flee” makes you wonder why clients need help from advisers. The article details the woes of one large fund, Mainstay Marketfield, which shed over $13 billion in assets during the 2014 calendar year. Marketfield, a top performing long/short fund, has…

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