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Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
    Guide to the Markets - Monthly Update
     
    "On the Bench Appendix"
     
 
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Alternative strategies

Alternatives have long been part of institutional portfolios, helping investors dampen volatility and potentially increase returns over the long term. Recent developments mean retail investors can now access many of these strategies.

Economic Expansions and Recessions
Alternatives can improve a portfolio's overall risk/return profile
 
  • The pie charts contrast two hypothetical portfolios. The portfolio on the right is based on a more diversified model than the portfolio on the left, which is more traditional.
  • Though not a guarantee of future results, historical data since 1994 suggest that a portfolio with more diversified holdings, including non-correlated alternative strategies, resulted in a more attractive risk-adjusted return.
Discussion Slides
Correlations and Volatility
Diversification and the Average Investor
Asset Class Returns

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