What advisers should know about managed-futures funds
Making a case for non-correlated investment strategies, in particular, trend following
No one likes to pay for insurance but everyone likes to have a policy in place when something unexpected happens.
The same can be said for adding non-correlated, or negatively correlated, asset class to an investor’s portfolio. When the market is moving higher day after day, these assets are almost certain to underperform. But when the market turns, as we have seen again recently, it can turn quickly and emphatically – non-correlated asset classes demonstrate their value. The challenge for financial advisers is to help clients understand this, and to position theses non-correlated strategies properly within a portfolio.
READ FULL ARTICLE
Contact us for a free Consultation
Often an initial step for investors is to trustfully forward their latest broker’s statement for us to comment on. Common are also requests to recommend funds out of a 401k program. In both cases fees and sufficient diversification guides our reply.