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.
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.
Alts Are the Answer
Why are advisors using liquid alternative investments? How are they using them? The answers may surprise you.
Why Liquid Alts Are Good for Clients and Your Practice
Alternative mutual funds are enjoying increased acceptance in the advisor community.