How to Diversify With Alternatives

Alternative investments continue to serve as vital tools for portfolio diversification and long-term returns, though current geopolitical risks necessitate a highly selective approach across hedge funds and private markets.

Key Takeaways

• 1.Alternative investments remain a valid source of differentiated returns and portfolio diversification, despite current geopolitical and credit market uncertainties.
• 2.Hedge funds rebounded in April with positive returns across all major strategies, particularly in equity hedge manager alpha.
• 3.Direct lending requires strict selectivity; investors should consider diversifying into core infrastructure assets with inflation-linked cash flows.

Table of Contents

• Key message
• 01 Hedge fund performance rebounded in April and can steady portfolios.
• 02 Private markets still offer opportunities for diversification, return generation, and income.
• 03 We see numerous paths to invest in alternatives, subject to careful risk management.
• New this week
• One liner
• Did you know?
• Investment view
• Non-Traditional Assets
• Disclaimer

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