Wake up and smell the esoteric investment opportunities

As developed economies continue on their long and arduous road to recovery, markets across the globe are particularly volatile. Against this backdrop of low economic growth and market stress, the correlations between various asset classes have been rising. For example, since the beginning of the year, we have seen simultaneous falls in equities and fixed income, which typically exhibit low – or even negative – correlation. At times like these, building and maintaining a diversified portfolio can prove challenging. During this period, however, we have seen encouraging returns fro...