Preparing portfolios from a variety of market outcomes with a broader allocation

A portfolio mix that combines both traditional and alternative investment strategies - such as managed futures and equity market neutral - may be better positioned for a variety of scenarios across markets and asset classes. 

What this chart shows

Traditional investment strategies such as long-only equity and fixed income securities generally add value and earn a positive return in some market environments. In higher volatility environment, strategies such as managed futures may perform better.

What it means for investors

Rounding out a core portfolio with alternative investment strategies can help investment portfolios weather and potentially benefit from a broader range of market outcomes, while also managing volatility, which is particularly important in uncertain economic times. 

Market Environment

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