Alternatives
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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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Banking on long/short experience with a seasoned financials team
Certain market participants’ eagerness to trade financials based on macroeconomic headlines versus business fundamentals is fertile ground for our long/short sector expertise.
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