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Focus Facilitates Executive Wealth Group Acquisition of Bordeaux 

Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  + Wealth Management  | 

Evening Brief – 03.01.23

Alternative investments aren’t simply growing they are becoming a mainstream part of investment management. Two primary trends are responsible for this development: a shift in investor benchmarks from relative to absolute return and the convergence of traditional and alternative asset classes, investment managers and products.

While alternative investments on their own may have higher volatility than more traditional investments, particularly fixed income, they typically have low correlations to, or do not move in lockstep with, more traditional asset classes. Therefore, their inclusion in an investment portfolio tends to result in lower overall volatility.

Just as we are growing accustomed to new, hybrid lifestyles, investors need to embrace a hybrid model in a changing market environment. Facing moderating economic growth, higher inflation and low but rising interest rates, investors may find it increasingly difficult to generate stable income-driven returns and alpha through the public markets alone. Alternatives can deliver on both fronts.

Connect Money, in an email interview, asked David O’Brien, Senior Consultant at Asset Strategy Advisors, a Boston-based registered investment advisory firm, about his firm’s asset allocations and strategies for alternative investments. O’Brien also shared his views on the fixed income markets.

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Inside The Story

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.