For wholesale investors in Australia

The road to alternatives: Assessing the role of liquid alternatives in portfolios

Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Geppert

Sabrina Geppert

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


23 May 2022

Key takeaways:

The recent challenges for traditional fixed income and equities make liquid alternatives a popular option for advisors’ portfolios. Their growing popularity is leading investors to implement as a potentially differentiated source of risk and return.

In this insight, we examine the opportunities within liquid alternatives, as a response to today’s challenges, and the importance of having a clearly defined purpose when considering liquid alternatives for a portfolio.

This information is issued by Janus Henderson Investors (Australia) Institutional Funds Management Limited (AFSL 444266, ABN 16 165 119 531). The information herein shall not in any way constitute advice or an invitation to invest. It is solely for information purposes and subject to change without notice. This information does not purport to be a comprehensive statement or description of any markets or securities referred to within. Any references to individual securities do not constitute a securities recommendation. Past performance is not indicative of future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

 

Whilst Janus Henderson Investors (Australia) Institutional Funds Management Limited believe that the information is correct at the date of this document, no warranty or representation is given to this effect and no responsibility can be accepted by Janus Henderson Investors (Australia) Institutional Funds Management Limited to any end users for any action taken on the basis of this information. All opinions and estimates in this information are subject to change without notice and are the views of the author at the time of publication. Janus Henderson Investors (Australia) Institutional Funds Management Limited is not under any obligation to update this information to the extent that it is or becomes out of date or incorrect.

Matthew Bullock

Matthew Bullock

EMEA Head of Portfolio Construction and Strategy


Sabrina Geppert

Sabrina Geppert

Senior Portfolio Strategist


Mario Aguilar De Irmay, CFA

Mario Aguilar De Irmay, CFA

Senior Portfolio Strategist


23 May 2022