Liquid alternatives: Navigating the five structural forces reshaping portfolios
There's a new macro regime governing markets, derived from structural changes that won't easily be turned around. The solution is to understand these changes, and adapt your thinking.
“There are five structural forces reshaping how we need to think about markets: deglobalisation, defence, decarbonisation, dollar displacement and demographics.” This is the core thesis of Razvan Remsing, director of investment solutions at Aspect Capital, on the case for liquid alternatives amid rising macro complexity.
Remsing outlined a world shaped not by cyclical fluctuations, but by structural transformations. “We’ve got some macro drivers that are enduring,” he said, “and they are pointing to lasting change across the global landscape.”
To read more, please visit The Inside Advisor's website.
Note: Any opinions expressed are subject to change and should not be interpreted as investment advice or a recommendation.
