By John ARGI, Co-head Business Head Kier BOLEY, Co-head CIO of UBP Alternative Investment Solutions
Since 2020, the performance of alternative funds has significantly improved after a “lost decade”. The return of inflation and positive real interest rates has generated volatility and dispersion across almost all asset classes. The key role of an allocation to alternatives in a portfolio is to provide diversifi- cation away from traditional assets and a certain level of protection and stability.
Alternative investment strategies have been in existence for many decades, and the industry, which has gone through various cycles, has evolved and matured. During its golden age, from 1990 to 2009, hedge funds were returning more...
|