Diversification in all things helps you prepare for a wide range of outcomes without predicting what those outcomes will be in advance.
With inflation surging, interest rates rising from generational lows, and increasing stock market volatility, it’s time to rethink traditional stock and bond allocations.
Alternative investment strategies aim to provide lower volatility, lower market risk, and low or negative correlation to traditional markets. With differentiated sources and patterns of returns, income, and diversification, alternatives may provide the potential to protect traditional portfolios against adverse market conditions.
Explore our educational content and alternative investment strategies
Learn about the adaptive markets hypothesis.
Learn how trend following strategies work.
Learn about the hedge fund replication strategy.
One of the reasons so many investors have a traditional portfolio of stocks and bonds is the potential diversification benefit. When stocks have fallen over the past 30 to 40 years, bonds have been there to pick up the slack and have provided a downside hedge. But, that relationship broke down in a big way in 2022.
AlphaSimplex’s Chief Research Strategist, Kathryn M. Kaminski, Ph.D., CAIA, sits down with Virtus’ Chief Market Strategist, Joe Terranova, to discuss systematic trend following strategies, the difference between a crisis and correction, and when managed futures are designed to provide alpha.
Green shoots have been emerging in the corporate reorganization market, with global M&A continuing to recover from a slow start earlier in the year.
Inflation, Rising Rates, Recession, Oh My! REITs as a Road to Outperformance
The Macro View on Markets and Real Assets: DPIM’s CIO, David Grumhaus, Jr. discuss the global macro environment and the investment case for real asset strategies.
Introducing AlphaSimplex and Managed Futures
Exploring Alternative Investments
Please consider a Fund’s investment objectives, risks, charges, and expenses carefully before investing. For this and other information about any Virtus Fund, contact your financial representative, call 800-243-4361, or visit virtus.com for a prospectus or summary prospectus. Read it carefully before investing.
Not insured by FDIC/NCUSIF or any federal government agency. No bank guarantee. Not a deposit. May lose value.
The value of securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Price changes may be short or long term.
Debt instruments are subject to various risks, including credit and interest rate risk. The issuer of a debt security may fail to make interest and/or principal payments. Values of debt instruments may rise or fall in response to changes in interest rates, and this risk may be enhanced with longer-term maturities.
There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio, or that diversification among different asset classes reduces risk.