With economic growth beginning to cool and the global policy backdrop starting to normalise, traditional asset classes face a number of challenges. In this series of articles, we discuss how the right alternatives strategy can help.
In the monthly update of our multi-asset team's asset allocation views, we discuss the best way to approach this stage of the market cycle.
Some areas of the private equity market look vulnerable to valuation risk, but we believe private equity is likely to remain high on institutional investors’ agendas in 2018.
There could be a great rebalancing from passive ETFs and other traditional investments back towards gold, which would boost demand for gold and gold-related equities for years to come.