News & Insights

Alternative Asset Themes: The New Playbook

June 12, 2025

In today’s uncertain environment, we think investors may need a new playbook. An allocation to alternatives may provide the opportunity for greater diversification with access to emerging return streams. Ultimately, alternative investments can help a portfolio play offense and defense—the potential for attractive return streams and diversification to mitigate risk.

Alternative investments may serve as a valuable complement to public-market holdings, potentially helping to build a more balanced and resilient portfolio. Private equity, private credit, hedge funds, real estate and infrastructure may help portfolios gain exposure to strategies that often behave differently from traditional stocks and bonds. In our view, diversification can mitigate overall portfolio volatility and help smooth performance through varying market cycles.

We think four key themes are changing the game in alternative assets:

Private Equity is poised for the breakaway
Shifting gears drive opportunity in private markets
Innovation is moving from the boardroom to the locker room
Structural changes widen the playing field

Discover the new playbook for alternative investments

The value of investments can fall. Investors may not get back the amount invested.

2503499 Exp: 21 June 2026

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