Alternatives

Adding return and lowering risk with private assets

09/30/2018

Duncan Lamont

Duncan Lamont

Head of Research and Analytics

Private assets bring a number of potential advantages to portfolios, from return enhancement to reduced risk. However, increased demand means that the low hanging fruit have now largely gone. Highly attractive opportunities remain, but buyers need to be more discriminating in their sector and manager selection. Access to deals has grown in importance as a source of alpha.

 

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.