Week 12
The Rise of Alternative Investments in Global Markets
PILLAR DIAGNOSTIC // WEEK 12
Confidence 70%
“Investor sentiment is shifting towards alternative investments, particularly liquid alternatives and international opportunities, signalling a potential growth area that has not yet been fully priced in.”
Proposed action
consider increasing exposure to liquid alternatives and international assets, but monitor for real distribution signals before making large commitments.
THE MECHANICS
Tape & flow
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THE MACHINE
Operational momentum
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THE MAP
Structure & constraints
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THE MOOD
Consensus & positioning
Investors are increasingly looking to alternative investments, with liquid alternatives gaining traction, while there is also interest in international opportunities.