The Q3 2023 edition of our Alternatives Quarterly Views is out!
For many years, traditional portfolios (equities, bonds) generally performed well, thanks to low inflation, declining interest rates, and negative correlation between equities and bonds. However, we believe that in the current regime of lower growth, elevated inflation and growing geopolitical uncertainty, portfolios need to incorporate alternatives with the aim to enhance portfolio returns, improve diversification, and embed sustainability. Alternative investments refer to a broad category of assets (e.g., Alternative credit, Real assets and Private equity) that extend beyond traditional investments.
In this quarterly publication we provide market insights across the following major alternative asset classes, emphasizing past quarter’s performance, current metrics and our 6-12 months’ outlook for each asset class:
|Alternative credit||Real assets||Private equity|
|Corporate Direct Lending||Private Real Estate (equity)||Private equity|
|Structured Credit||Private Infrastructure (equity)|
|Distressed Debt||Private Farmland (equity)|
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested. Past performance provides no guarantee for the future.