Navigating 2026
About the report:
As we enter 2026, traditional investment strategies are being challenged by a "Paradigm of Concentration" and a fragmented global order. This white paper examines why the classic 60/40 portfolio may now pose systemic risk and argues that a baseline allocation of 20% or more to alternatives is essential for modern diversification. Through a comprehensive analysis of geopolitical volatility and shifting market dynamics, the report highlights how private markets and liquid alternatives serve as "shock absorbers" to navigate a world defined by US-China competition and rapid technological change.
Discover how integrating real assets, defense technology, and dynamic alpha strategies can help mitigate the "Laggard Penalty" and insulate portfolios against the uncertainties of 2026.
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