Optimizing the 60/40 Portfolio By means of Various Market Circumstances with Liquid Alts

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Optimizing the 60/40 Portfolio By means of Various Market Circumstances with Liquid Alts


Advisors usually ask the best way to choose the perfect liquid alts technique to diversify their purchasers’ portfolios. It is a honest, if not vital, query as alternate options methods span a variety of funding goals and are sometimes fitted to particular market circumstances. Additionally, some alts methods could also be extra applicable for both the fairness or mounted revenue sleeves of a portfolio.

Within the upcoming webcast, Optimizing the 60/40 Portfolio By means of Various Market Circumstances with Liquid Alts, Salvatore Bruno, Chief Funding Officer and Managing Director, IndexIQ; Kelly Ye, Director of Analysis, IndexIQ; and Dan Petersen, Director, Product Administration, IndexIQ, will look to options to think about in an surroundings characterised by unstable fairness markets and low however rising rates of interest.

ETF traders who’re fascinated by various methods can look to numerous choices. For instance, the IQ Hedge Multi-Technique ETF (NYSEArca: QAI) supplies a diversified combine of other methods, together with a number of hedge fund funding types akin to lengthy/quick fairness, world macro, market impartial, event-driven, mounted revenue arbitrage, and rising markets.

The IQ Hedge Lengthy/Brief Tracker ETF (NYSEArca: QLS) is designed to reflect hedge funds’ lengthy/quick methods.

The IQ Hedge Macro Tracker ETF (NYSEArca: MCRO) tries to copy the risk-adjusted return traits of a world macro technique that takes lengthy and quick positions on numerous belongings primarily based on the general financial and political opinions of numerous international locations or their macroeconomic ideas.

The IQ Hedge Market Impartial Tracker ETF (NYSEArca: QMN) tries to provide constant returns in any market with low volatility.

The IQ Hedge Occasion-Pushed Tracker ETF (NYSEArca: QED) is designed to reflect hedge funds’ event-driven methods.

Lastly, the IQ Merger Arbitrage ETF (NYSEArca: MNA) employs a kind of other, “directional hedge fund technique” known as merger arbitrage the place the fund tries to seize the unfold between a inventory’s buying and selling worth earlier than a deal is introduced and its eventual takeover worth.

Monetary advisors who’re fascinated by studying extra about liquid alts can register for the Thursday, April 22 webcast right here.

Learn extra on ETFtrends.com.

The views and opinions expressed herein are the views and opinions of the writer and don’t essentially replicate these of Nasdaq, Inc.



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