Skip to Content

Liquid Alternatives Observer

Majority of liquid alternative categories saw positive returns for Q4 ‘23

When thinking about what to include in your client’s portfolio, you may initially consider recommending a mix of stocks, funds, or bonds, but what about alternative investments? Comprising of other investment types like commodities or private equity, alternative investments offer flexibility for investors. So, what's happening in the alternatives market? Positive returns. Our research looks closely at the following:

  • Liquid alternatives

  • Nontraditional strategies

  • Category performance

  • Rated fund performance

Our Q4 2023 Liquid Alternatives Observer report analyzes the total net assets for liquid alternatives and nontraditional strategies, market share by firm, strategy launches, and more.

Get the full report to learn which opportunities in the alternatives market can benefit your portfolio.

What's inside

  • How JPMorgan is affecting market share of the liquid alternatives market 
  • Correlation matrixes of category and Morningstar analyst rated fund performance 
  • Which alternative strategies and analyst ratings were added in Q4 ‘23 

How are alternative investments performing? Read our latest edition of the quarterly Liquid Alternatives Observer to find the latest trends, strategies, and more. 

Get the report