As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
What do our long-term growth and inflation forecasts say about today’s economy?
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies, which can provide stable income and low total return volatility.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The Canadian dollar has weakened throughout the Bank of Canada's hiking cycle over the last two years.