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Rebalancing in Today’s Market and How Liquid Alternatives Can Play a Role

The asset allocation of a portfolio helps drive its long-term performance results. Rebalancing is also critical and is especially important in today’s market given the extended bull market in stocks. A traditional 60/40 (equities/fixed income, respectively) portfolio would likely be 70/30 without rebalancing after a prolonged equity bull market. The outsized equity allocation could then be detrimental to returns should the next recession strike. In light of this coupled with current low yields on traditional core fixed income securities, many investors and their advisory teams have been ramping-up research on liquid alternative investments and the role they can play in portfolio diversification. 

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