Alternatives
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Strong income and appreciation gains for U.S. timberland in 2022
U.S. private timberland property investments returned 12.9% during calendar year 2022, with annual gains in both income and capital appreciation.
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How real assets provide real solutions: investing sustainably for a better world
Investments in real assets are valued for providing diversification benefits, inflation protection, and stable yield—they also have the potential to be part of the solution to some of our most urgent global challenges.
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What is private credit?
While investors have long relied on bonds to generate yield, the growing prominence of private credit is expanding the universe of income investing. But just what is private credit, and how can investors benefit from it?
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Inflation, interest rates, and recession risk: farmland’s resilience in the face of uncertainty
Farmland investment performance has shown historical resilience in periods of economic disruption—how will it fare as risks of a near-term recession rise?
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The U.S. farm economy in 2022
Despite rising uncertainties and continued volatility in the global economy and agricultural sector, the U.S. farm economy is well positioned in 2022/2023 according to the latest outlook from the USDA.
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Alternatives: the benefits of non-correlated alpha
In a challenging year for stocks and bonds, alternative strategies have offered benefits of non-correlated alpha.
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A bright spot on a bleak horizon: alternatives offer some respite in tough markets
Alternatives have been a bright spot on a bleak horizon in 2022. We explore macro factors that have helped drive returns.
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Understanding the role of risk-off factors in absolute return
An absolute return investment strategy has to balance a wide range of investment risks. We take a look at how some risk factors can act as a counterweight to volatility and potentially drive positive returns.
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The merits of a diversified alternatives approach
A diversified alternatives approach has merit for an all-weather approach to diversification.
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Macro strategies: providing valuable diversification in a challenging market environment
Investors looking for diversification within portfolios as well as the potential for non-correlated returns may find macro trading strategies a compelling investment proposition.
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