More advisors and investors are beginning to see the benefits of a well-diversified portfolio that includes non-correlated alternative assets and exchange traded funds to help diminish overall volatility and risk.
“Over the last 10 years, we had volatility in the equity markets. We had fixed income markets with historically low yields. Advisors are questioning whether sticking with a static allocation of long equity and fixed income is really the right strategy,” John Nicholas, Managing Director, Head of Fund Portfolio Management at Guggenheim Investment Advisors, said in an interview. [ETFs and Mutual Funds Embrace Alternative Strategies]
Financial advisors want to integrate alternative investments into their investment portfolio, with non correlated assets to help reduce risk. [Survey Reveals Greater Interest for Alternative ETFs]
“They are looking for alternative sources of return which will diversify their clients’ exposure,” Nicholas added. “Hopefully over time, they will generate a stronger and more consistent compound real return.”
Watch the video below to see the full interview with John Nicholas.
Advisors who are interested in learning more about alternative investments can still sign up for the Alts Virtual Summit conference and view panels on demand.
To view past video interviews, visit our videos section.
The opinions and forecasts expressed herein are solely those of Tom Lydon, and may not actually come to pass. Mr. Lydon serves as an independent trustee of certain mutual funds and ETFs that are managed by Guggenheim Investments; however, any opinions or forecasts expressed herein are solely those of Mr. Lydon and not those of Guggenheim Funds, Guggenheim Investments, Guggenheim Specialized Products, LLC or any of their affiliates. Information on this site should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any product.