Esoteric investments: sorting the wheat from the chaff

In our previous article we highlighted that there is a case for including esoteric investments in client portfolios where suitable as they can be good diversifiers that offer the prospect of uncorrelated, above market returns. And since the market crash of 2008, rather than seeing a flight to safety - into strong defensive stocks - we have actually seen something of a flight to esoteric alternatives as investors look for less volatile sources of growth and look to ‘real' assets to combat the impact of inflation. However, it is important to assess which esoteric investments are viable ...