Four graphs explaining... alternatives

Four experts write

clock • 3 min read

In this month’s ‘Four graphs explaining’ our experts consider alternatives.

A fund manager, multi-asset manager, fund picker and economist each picked a graph to show the difficulties and benefits of investing in this asset class amid a new market cycle and shifting trends within this part of the market.   Trend funds versus allocation funds in 2022 Matias Mottola, director of manager research, Morningstar At Morningstar, we do not focus too much on return statistics, as they provide a backward-looking view of the world. But the success of trend-following funds in 2022 compared with moderate allocation funds is something worth pointing out. Since the ear...

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