The Potential Benefits of Managed Futures

Many investors don’t want to miss growth opportunities. They would like to find a solution with seemingly less exposure to loss. Altegris believes there is an asset class with a historical track record for pursuing long-term growth that may also help to potentially reduce a portfolio’s overall volatility—managed futures. The infographic below highlights what Altegris considers to be four […]
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The Role of Private Equity in a Volatile World

We live in a world of increasing complexity—one in which technological revolutions are unmaking and remaking every industry. The private equity model offers a way to adapt to, and potentially benefit from, these profound changes. Private equity can also continue to help investors advance toward their financial goals despite a challenging climate. Since the 2009 […]
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Advisors Consider Increasing Allocations to Managed Futures

At Altegris, our goal is to make alternative investments more accessible and easier to understand. Managed futures is a key component of our business and is often overlooked. We conducted a survey to find out more about how financial advisors are using managed futures, and have put the results in the following infographic. It shows […]
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Our Global Trend Watchlist for Private Equity

In today’s global landscape we see trends that hold a variety of unfolding opportunities and risks—and often they are the converse of each other. At Kohlberg Kravis Roberts & Co. L.P. (together with its affiliates, “KKR”), close attention is paid to these big-picture trends as we work to source investments and systematically de-risk our portfolio […]
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My Investment Strategy: Find Tenants Who Stay Put

After a career of nearly three decades investing in commercial real estate, it is my opinion that the sector performs best when these conditions exist: tenants are reluctant to leave because they have few options; developers have limited options to add new supply; and tenants’ demand for space is growing, requiring more real estate. Who […]
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How to Potentially Enhance Equity Performance in a Climate of Uncertainty

As challenging as the investment landscape has been, we expect it to be even more so going forward. Global growth is slow, and the returns we have seen in recent years have been pulled forward by quantitative easing and the low interest-rate environment. Over the next ten years, returns are likely to be lower across […]
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2017: A Challenging Year Ahead for Portfolio Allocation Decisions

Surprising many investors and pundits alike, the S&P 500 posted a solid return for 2016, finishing the year up close to 10%. If investors never looked at their statements, one might be naïve to how much markets zigged and zagged throughout the year. Can we expect more of the same in 2017?   To view […]
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Can ESG Investors Do Well While Doing Good?

Investors can play a pivotal role in addressing global issues with solutions government organizations can’t achieve on their own. ESG investing—meaning investments guided by environmental, social and corporate governance criteria, also known as impact investing—is one avenue for those efforts. Not only is ESG investing a way to do the right thing, it can help […]
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The Political Bull Market and Your Portfolio

In the eight years since the financial crisis, we have been in what I call a political bull market—a time when the thinking, decisions, and activities of political actors have had a disproportionate impact on the performance of companies around the globe. By “political actors,” I mean elected officials, other policy makers and NGOs as […]
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Q3 2016 Market Update and Outlook: A Golden Summer

At the end of Q2 2016, uncertainty was on the rise, the geopolitical environment was fragile and financial markets appeared highly susceptible to exogenous shocks. Global stock indices wobbled, safe haven trades such as long Japanese yen and long US treasuries gained steam, all while gold rallied in tandem with investor uncertainty. We expected much […]
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