Investors should not shy away from institutional-quality opportunities

Embrace less liquid assets

clock • 3 min read

There is a well-documented trickle-down effect when it comes to portfolio construction.

Over the years, portfolio theory has developed and evolved, often led by large institutional investors, with discretionary investors, financial advisers and, finally, the public following in their footsteps.  Fifty years ago, most investors still focused on fixed income, before drawing domestic equities into the portfolios they built in the 1980s and eventually incorporating international equities the following decade. Since then, an increasingly dizzying array of alternative asset classes have become the flavour of the month, with some previously surprising constituents - such as altern...

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