Creating The Proper Mix

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Equities

  • Globalization has driven up correlations across style boxes and securities when investors need diversification most
  • The volatile, slow-growth environment is likely to continue and will challenge traditional, long-only strategies, which are overly dependent on market beta to drive returns
  • Non-traditional, long/short strategies can thrive in volatile markets by extracting excess returns from both positive and negative price movements and reducing overall market exposure

Fixed Income

  • Over the last ten years, interest rate risk has provided over 90% of returns in traditional fixed income portfolios
  • Historically low rates and high volatility preclude interest rate-sensitive portfolios from generating the same levels of returns going forward
  • Heightened volatility, new opportunities in distressed sovereign debt and a global approach have more than doubled the traditional opportunity set

Commodities

  • Historically, commodities have offered a hedge against stock and bond market volatility, inflation and a weak US dollar
  • Population growth and a rising middle class have been fueling demand while finite resources hinder supply
  • Balanced and complete exposure to commodities through both futures and equities can enhance diversification and provide more investment opportunity

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Creating the Proper Mix

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