Alternatives
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Active currency's risk management merits in moments of crisis
Pursuing portfolio risk management measures before the next recession? See why macro currency strategies have the potential to rise even when equity and credit markets fall.
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A contrarian case for caution as capital cycles peak
The flow of funds into and out of different global asset classes and industries creates capital cycles: See where we are now—and what it means for investors.
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Why alternative investments may matter more than ever before
If the essence of investing resides in risk management, then maintaining a meaningful allocation to alternatives makes sense—especially now. John Hancock Investment Management’s Leo M. Zerilli, CIMA, shows why.
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Infrastructure and other enduring assets complement stocks and bonds
Compelling investment opportunities have become harder to find. See why infrastructure and other enduring assets, such as water networks, power plants, and pipelines, are worth a closer look today.
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Currency's return opportunity for today's macro investor
See how a currency strategy may provide genuine diversification potential at a time when portfolio diversification is so desperately needed.
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As market volatility rises, asset returns fall—but not all
Correlations have been unstable and trending higher in recent years, reducing the effectiveness of conventional asset allocation. What can investors do? One answer lies outside traditional territory.
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Equity long/short as a core allocation
Long/short strategies are likely to become a more integral part of the average investor’s mainstream equity allocation and less of an esoteric outlier in the future.
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A marathon, not a sprint: assessing the opportunity in enduring assets
Utilities and other enduring assets may lack flash, but an array of resilient characteristics makes them worthy of consideration as a complement to other investments in a diversified portfolio.
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Investing in gold: precious portfolio diversifier or just dead weight?
Investing in gold generates no yield and lays no claim on corporate profits; however, a little gold may go a long way toward improving portfolio diversification.
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Growing pains: why high volatility in healthcare shouldn't last
Healthcare stocks have been under pressure, despite solid fundamentals and sensible valuations. Wellington Management’s Jean M. Hynes, CFA, puts recent price disruptions across the sector in context.
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