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The Case for Alternatives

26 Apr 2023
1 minute read

Key takeaways:

  • Global trade will continue to be tested in 2023, as the world struggles to adapt to this new multi-polar environment, characterised by a more regionalised focus, higher (or less stable) inflation, and a baseline of interest rates that is likely to be higher than we have become used to in modern times.
  • The expanding range of listed alternative assets has resulted in a significant deepening in market liquidity, offering potential for attractive income streams and exposure to many emerging areas of potential growth.
  • The key for a successful allocation to alternatives is a clear definition of an investors’ respective goals and objectives and the duration of their investment horizon. This can help to ensure that any allocation to alternatives aligns with an investors’ overall strategy.

The world in 2023 is one dramatically changed from where it was 12 months earlier. A weakening in the drivers of globalisation, war in Europe and renewed rivalry between economic blocs has seen the world move towards fracturing orbits of influence. These changes have had strong inflationary implications, affecting competition, supply chains and leading to significant energy price volatility.

In this Case for Alternatives, we consider some of the factors driving interest in alternative allocations and give a brief insight into some of the options open to investors.

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These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

 

Past performance does not predict future returns. 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.

 

The information in this article does not qualify as an investment recommendation.

 

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26 Apr 2023
1 minute read

Key takeaways:

  • Global trade will continue to be tested in 2023, as the world struggles to adapt to this new multi-polar environment, characterised by a more regionalised focus, higher (or less stable) inflation, and a baseline of interest rates that is likely to be higher than we have become used to in modern times.
  • The expanding range of listed alternative assets has resulted in a significant deepening in market liquidity, offering potential for attractive income streams and exposure to many emerging areas of potential growth.
  • The key for a successful allocation to alternatives is a clear definition of an investors’ respective goals and objectives and the duration of their investment horizon. This can help to ensure that any allocation to alternatives aligns with an investors’ overall strategy.

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