Investment Strategies

Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.

Historically, infrastructure had been prized for its “safety and stability.” Some asset managers claim now might be a good moment to get more exciting returns.

As alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.

CIM Group Principal Emily Vande Krol discusses the firm’s tactics for making inroads with RIAs and financial advisors and why it’s targeting the wealth channel.