Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9.

Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? These questions are sure to be fiercely debated at September 8’s third annual Absolute Returns Conference, produced by Conexus Financial (publisher of this magazine).

Diversification ain’t diversification when everybody’s doing it, it seems, and as KRISTEN PAECH reports, some stakeholders are now calling for a more ‘back to basics’ approach, even dragging the old ‘balanced vs specialist’ debate out of the mothballs.

Read more

Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? These questions are sure to be fiercely debated at September 8’s third annual Absolute Returns Conference, produced by Conexus Financial (publisher of this magazine). Diversification ain’t diversification when everybody’s doing it, it seems, and as KRISTEN PAECH reports, some stakeholders are now calling for a more ‘back to basics’ approach, even dragging the old ‘balanced vs specialist’ debate out of the mothballs.

Read more