The 60/40 allocation strategy has historically served investors well, but the long-term outlook for equities and fixed income is challenging. Alternatives complement the traditional portfolio by being less sensitive to market movements.
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When in dire straits – hoist the sail labelled diversification
Unlisted infrastructure offers unrivalled downside protection
Forestry leads the way towards a carbon-neutral portfolio
Private Debt provides stable income and excellent risk-adjusted returns
Private equity allows access to attractive sectors and companies outside listed markets
Unlisted real estate adds stability to the portfolio in the long run