- The zero interest rates problem is forcing investors to rethink the traditional 60-40 portfolio and evaluate just what is the role of the "40."
- Alternatives are increasingly being used as 'bond surrogates' in the place of traditional fixed income allocations.
- These strategies have very similar bond-like characteristics in terms of standard deviations but often return 50% more.
- There are many options out there - most of which are high fee and low return. We detail some popular one's and our picks.
- QAI, BTAL, HDG, MNA are popular. BIMBX and WNMIX are the best choices.
For further details see:
Hedge Fund Strategies That Act As Bond Surrogates