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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
This is an excerpt from our 2023 Investment Outlook, in which specialists from across our investment platform share insights on the economic and market forces that we expect to influence portfolios in the year to come. This is a chapter in the Alternative Investment Outlook section.
There are, as they say, two sides to every story. As we head into 2023, we think that’s a useful lens for viewing the world’s macro and market challenges: While they present real headwinds for some traditional assets, they may create a host of opportunities for alternative investment allocations.
This isn’t to say that alternatives won’t face their own challenges. After all, the word that seems most often used to describe today’s market environment is “uncertain.” But we believe many of the trends and conditions we’ve outlined above are secular rather than transitory, and that this may be an opportune time for allocators to take a fresh look at alternative investments and the roles they could play in their portfolios going forward.
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