Liquid alternatives in the eye of economic storms

Advisers must reconsider their investment strategies

clock • 3 min read

The traditional 60:40 portfolio is struggling to deliver diversification, writes Rudy Koitchev. Here he explores why now is the time for advisers to think differently...

The last few years have been particularly challenging for UK advisers and their clients, testing strategies and client relationships like never before. In addition to managing continued uncertainty caused by unprecedented volatility, a number of challenges persist: an active geopolitical landscape, high inflation, and shifts in the global economic regime.  One of the toughest challenges has been navigating the shifting dynamics between stocks and bonds, disrupting the once-reliable 60:40 portfolio strategy. As a result, the industry has seen an influx of wealth managers, asset manage...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
AJ Bell cuts fees across multi-asset income range

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

Beth Brearley
clock 14 November 2024 • 1 min read