How Liquid Are Liquid Alts?
A MarketWatch article claims that the term liquid alternatives “typically means buying illiquid securities—like private credits and some derivative issues—is unfounded. Here's why.
The Market Dependency of Private Equity Funds: Searching for Alpha for September 2014
PE funds are more market dependent than you might suspect. Here's why, and how, along with how the market indexes performed in August.
Managed Futures and Fixed Income, Part 2: Odd Couple of Diversification
Managed futures offer significant diversification in portfolios holding not just high-yield bonds, but also for investment-grade and muni bond holders.
Can Managed Futures Be an Income Investor’s Best Friend?
Managed futures are a good portfolio diversifier, but they also turn out to be negatively correlated with high-yield bonds. Income, anyone?
Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
How Advisors Choose Liquid Alts: Reducing Risk, but Watch the Fees
In the second of a series, a look at liquid alts’ role in reducing portfolio risk, and how to find some hidden costs.
How Advisors Use Liquid Alts: The Business Continuity Issue
Advisors use liquid alternative investments for several reasons, like to reduce portfolio volatility. One of the overlooked reasons involves the health of their own firms.
This Isn’t a Stock Market Top: Searching for Alpha for August 2014
Where’s the market going? Was yesterday a harbinger or a blip? GDP, earnings and jobs reports could help quell the "call-the-top" hysteria.
Alts Are the Answer
Why are advisors using liquid alternative investments? How are they using them? The answers may surprise you.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.