Portfolio stabilisation with alternative investments

Alternative investments increase diversification, thus reducing fluctuations and bringing the portfolio closer to the investment target, as shown by 2022.

Last year was a difficult year on the financial markets characterised by partly double-digit setbacks in bonds and equities, which, however, recovered in the last quarter. A global comparison shows that most investors suffered negative returns.

But in contrast to the weak traditional investments such as equities and bonds, which weighed on portfolios, alternative investments fulfilled their role of portfolio stabilisation in our mandates. Our requirement to increase diversification and low or negative correlation to traditional investments paid off in 2022. In the process, our selective approach excelled due to the proximity to management and the associated high level of transparency. The only negative outlier was intellectual property, still due to the aftermath of the Corona pandemic.

Also read our latest situation assessment for Q1 2023.

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This publication was produced by the Investment Office of the Colin&Cie Group. The information and opinions contained in this document are based on sources we believe to be reliable. However, we cannot guarantee the reliability, completeness or correctness of these sources. All information and quoted rates are only up-to-date at the time of this publication and are subject to change at any time without notice. The content is based on numerous assumptions made by the Colin & Cie Group. It should be noted that different assumptions can lead to materially different results. The forecasts and assessments are only current at the time this publication is prepared and can change at any time without prior notice. Past performance of an investment is not a guarantee of future results. Certain investments can experience sudden and substantial losses in value. This information and views do not constitute a solicitation, offer or recommendation to buy or sell investment instruments or to carry out any other transactions. We recommend interested investors to consult their personal advisor before making decisions on the basis of this document so that personal investment goals, financial situation, individual needs and risk profile as well as further information can be duly taken into account as part of a comprehensive consultation. The information contained in this publication is marketing material that is distributed for advertising purposes only.