Democratising finance: Alternatives and the role of financial advisers

The array of alternative investments is vast

clock • 3 min read

Technology, changes in regulation, and sophistication in the types of advice and portfolios available to investors are driving the democratisation of alternative investments. J. Womack explores the issues for advisers...

The singular use of the traditional 60/40 portfolio as the workhorse of the advice industry has steadily eroded in recent years. The disappointing performance of equity and fixed-income investments over the last year has added to this decline. The 60/40 portfolio strategy, once a mainstay of experienced investors, fell by 16% last year as traditional diversification benefits broke down, creating a /pervasive sense of caution among investors. This unprecedented market uncertainty has helped to pave the way for the alternatives revolution. As we continue to face fraught macroeconomic...

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