Putting alternatives at the heart of multi-asset portfolios
Alternative investments have become major components of the multi-asset portfolios managed by Kames Capital, the specialist investment manager that is part of Aegon Asset Management. Co-heads of Multi-Asset Investing, Stephen Jones and Olaf van den Heuvel, explain why they put alternatives at the heart of the firm’s multi-asset portfolios.
As a multi-asset team we believe that the best way to manage risk is by diversifying across a range of lowly- correlated investments. Our Diversified Growth and Di- versified Income strategies bring together a wide range of investments that form the ‘building blocks’ of our portfolios. Many of the most attractive investment opportunities are in our ‘alternative assets’ building block.
Read the complete white paper at the link beneath Related Files