Diversification is always a crucial consideration for investors. But it appears particularly pressing at present. The bleak outlook for traditional asset classes has left some investors feeling pessimistic. But the uncorrelated appeal of listed alternatives provides a new universe of opportunities. We invest in a select range of alternative assets with reduced correlation to the economic cycle, including infrastructure, specialist property, marketplace lending, aircraft leasing and litigation financing. What drives revenues in these asset classes is actually different to what drives those of traditional equities and bonds... |