Alternative Investments
Morningstar’s latest analysis of investments that don’t fall into the typical core categories of stocks, bonds, funds, and ETFs. Learn about investing in cryptocurrency, gold, and more.
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Alternative Investment Topics
Cryptocurrency
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Crypto, REITs, Private Equity: Long-Term Investments or Short-Term Trends?
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Spot Bitcoin ETFs’ Trading Debut in 6 Charts
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Why Now Is the Time for Value Investing
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Is Even a Little Bitcoin Too Much for Your Portfolio?
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Vanguard Got Bitcoin Right
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Spot Bitcoin ETFs Are Here. Should You Invest?
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Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
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Spot Bitcoin ETFs Inch Closer to Their Debut
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Cathie Wood on Her Rize ETF Deal, AI, Nvidia, and Bitcoin
More in Alternative Investments
Is Even a Little Bitcoin Too Much for Your Portfolio?
Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.
Vanguard Got Bitcoin Right
Sometimes it’s best to just say no.
Spot Bitcoin ETFs Are Here. Should You Invest?
Why they hold advantages over bitcoin futures ETFs and how to choose the right one for your portfolio.
Meet the New Landlord: Your Target-Date Fund
Several target-date fund families invest directly in real estate. Why?
Investors Shun Portfolio Diversifiers as They Hedge Their Bets
AQR dominates third-quarter returns, but J.P. Morgan takes the spoils.
Fractional Real Estate Ownership: Trick or REIT?
Democratizing real estate is an intriguing concept, but some jump scares lurk in the fine print.
Lessons for Investors From the Performance of AQR’s Funds
Liquid alternatives promise diversification—if investors can stay the course.
A Tax-Aware Alternative to Cash
Exploring box spreads and their potential use cases.
Market Wizards Wave Their Wands but Investors Miss the Magic
Trend-following managers have enjoyed a resurgence, but investor behavior has led to a muted experience.
A New Type of Fund Promises Access to Private Markets … at a Price
This vehicle sits at the nexus of two colliding trends in investing.
Are ‘Cash-Plus’ Strategies Really a Cash Cow Today?
Funds that keep assets in cash stand to benefit from higher interest rates. But the relationship is not as straightforward as it seems.
How Safe Is Gold?
The decision to invest in gold comes down to two factors.
Blackstone Is the First Alternative Asset Manager to Hit $1 Trillion AUM. So Where Does It Go From Here?
7 charts on Blackstone’s ‘no-stone-unturned’ approach.
Investment Unicorns: The Only Financial Novelty That Hasn’t Been Disgraced
Big companies that cast small shadows.
What’s Next for Microsoft and AI? Separating the Hype From the Reality
Microsoft is leading the pack in the AI race. But how long can it stay ahead of the competition?
The 60/40 Portfolio Isn’t Dead, and Neither Is Bitcoin. But Mixing Them Can Be Lethal.
A little cryptocurrency can change your portfolio a whole lot.
Carbon Offsets vs. Carbon Credits: What’s the Difference?
What their fundamental differences mean for investors.
Commercial Real Estate Is in Trouble, but Not for the Reason You Think
Offices are only part of the story.
What a Bitcoin ETF Would Mean for Investors
A BlackRock ETF would broaden the bitcoin market, which would have both benefits and drawbacks.
Is Hedging with Nontraditional Investments Worth the Effort?
Most hedges do not make enough money to justify their inclusion in investors’ portfolios.