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An Overview of Infrastructure and Master Limited Partnerships
by Walter Davis of Invesco, 5/27/19

Part 2 in a series focusing on different types of alternative investments.

‘Tis the Season for Diversification
by Walter Davis of Invesco, 1/2/19

Equity markets send a timely reminder about diversifying into alternatives.

Alternative Investments for the Real World
by Walter Davis of Invesco, 9/30/18

How alternative investments may complement different portfolio objectives in various market environments.

Why Should Investors Consider Alternatives?
by Walter Davis of Invesco, 7/9/18

Alternative investments (alts) were first embraced by institutions, and some people still view them as a complex solution for complex needs. However, a growing number of alternative strategies are now available via mutual funds.

Multi-Alternative Funds: Alts for One and One for Alts
by Walter Davis of Invesco, 2/5/18

In my most recent blog, I described how choosing the appropriate alternative strategy (Real estate? Market neutral? Senior loans?) could become the biggest challenge for new investors in alternatives. This is one of the most common questions I receive here at Invesco, along with how to identify the best fund managers and how to select specific alt funds for a portfolio.

Is Now the Time to Invest in Alternatives?
by Walter Davis of Invesco, 12/4/17

I recently have been traveling around the country participating on a panel titled: “Alternatives: Time to Buy When Others Are Selling?” Spoiler alert — my answer to that question is a resounding “yes.” There are two reasons why.

What May Be in Store for Alternatives in 2017?
by Walter Davis of Invesco, 1/9/17

As we enter 2017, there is a long list of issues that could affect alternative investments: policy changes in the US, elections in Europe, rising rate expectations and more. Given this changing landscape, I would like to highlight some alternative investments that I believe have the potential to benefit investors in the new year.

MLPs: Back on Track After Last Year's Slump?
by Walter Davis, Alternative Investment Strategist of Invesco, 11/21/16

What yield-seeking investors need to know about this expanding asset class

Alternative Assets Have Impressed in 2016
by Walter Davis of Invesco, 9/12/16
It seems as if every day brings another article discussing how much difficulty hedge funds are experiencing — be it poor performance, redemptions or both. Despite the challenges at hedge funds, a number of strategies and funds in the alternatives space overall are performing well so far this year.

Alternative assets: Examining opportunities in infrastructure
by Walter Davis of Invesco, 8/8/16
Invesco’s alternative framework, shown below, identifies five common investment objectives and aligns them with five types of alternatives that Invesco believes can potentially help investors achieve those objectives. This blog focuses on alternative assets, particularly the infrastructure subcategory.

2016 Alternatives Performance: How Are They Doing So Far?
by Walter Davis of Invesco, 5/31/16
With the first four months of the year in the books, I’d like to take a moment to break down the performance of alternatives thus far.

As Equity Markets Normalize, Alternative Strategies May Be Worth Considering
by Walter Davis of Invesco Blog, 2/29/16
As the equity market normalizes, I believe alternative investments can be helpful to investors. That’s because alternatives have a history of outperforming equities during periods of stock market weakness.

Concerned About Rising Interest Rates? Consider These Four Alternative Investments
by Walter Davis of Invesco Blog, 6/18/15
As I travel across the country meeting with financial advisors and their clients, a common concern I hear voiced is “how can I position my portfolio for when the inevitable happens and interest rates start to rise?” In response, I state that certain types of alternative investments are well suited to help prepare portfolios for rising interest rates in the future, while also potentially adding value in the present.

Alternative Investing: Two Ways to Mitigate Manager Risk
by Walter Davis of Invesco Blog, 6/12/15
Mitigating manager risk involves two things: 1. Conducting due diligence on the manager before investing. This helps increase an investor’s chances of selecting a successful manager. 2. Diversifying across multiple managers. This step helps reduce manager risk by diversifying across multiple managers.

Alternative Investing: Why Manager Skill is Crucial to Results
by Walter Davis of Invesco, 4/20/15
A key attribute of alternative investments is that alternative managers are typically given considerable freedom in how they invest. This freedom means that manager selection, an important consideration for all investors, becomes particularly crucial when investing in alternatives.

Completing the Alternative Investments Puzzle: Putting the Pieces Together
by Walter Davis of Invesco Blog, 12/22/14
In my previous blog, I discussed why I believe advisors and investors should approach alternative investments much like a jigsaw puzzle and offered an organizing framework that can help. When putting together a puzzle, the first step is to sort and organize all the pieces. For alternatives, the first step is to organize and align the various alternative strategies with specific investment objectives. This step is critical because it helps investors decide whether alternatives can help them meet their needs, and, therefore, whether they should invest in them.

How to Approach the Alternative Investments Puzzle: Putting the Pieces Together
by Walter Davis of Invesco Blog, 12/15/14
Every summer my family and I go on a vacation to the beach. While there, my wife buys a big jigsaw puzzle for us to work on. Every year, we feel overwhelmed immediately after she dumps out all 1,000 pieces.

Correcting a Common Misconception about Alternative Investments
by Walter Davis of Invesco Blog, 8/25/14
A common misconception about alternative investments is that these investments have failed anytime they underperform the stock market. Investors need to know that alternative investments are designed to achieve returns that are more consistent and less volatile than those of the stock market on a long-term basis across multiple market cycles.
18 results found.