Laurence Allen: Best and Worst Alternative Fund Strategies in an Economic Recession
If you expect an economic recession and want to rebalance your alternative fund portfolio to mitigate the damage, here are some lessons from the 2008 recession. In 2009, the S&P 500 Index returned approximately +25.9%. However, Real Estate, Infrastructure and Mezzanine continued to generate negative 1 year returns in 2009, while Private Equity, Buyout and Venture each generated positive returns – along with the strategies mentioned in point