This blog explores how these once-fringe assets are moving into the mainstream and how a modern portfolio construction approach, using overlays instead of substitutions, can allow clients to incorporate gold and Bitcoin without giving up exposure to traditional return drivers.
This article is written for U.S. investors – particularly those with a home equity market bias – who are concerned about underperforming international equities but still want to retain their home market tilt. We explore a capital-efficient way to hedge that risk: overlaying gold exposure on top of their domestic equity allocations.
Explore how gold futures overlays can enhance traditional portfolios. Discover diversification strategies, return stacking, and more in our latest whitepaper.
Our latest paper explores how investors might enhance traditional stock and bond portfolios by overlaying managed futures – systematic trend-following strategies—on top of existing allocations
Our latest paper examines why traditional bond alpha has been hard to find and offers an innovative, capital-efficient structure that could be considered as an adjunct or replacement to traditional corporate bond allocations. The paper examines an overlay of merger arbitrage strategies onto traditional U.S. Treasury investments.
Advisors seeking to diversify more effectively may want to consider new tools that build on the principles of the 60/40 portfolio – while enhancing the “40” to make it potentially more robust.