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Alternative Market Briefing

Other Voices: A new golden age for hedge funds

Thursday, July 02, 2020

Dixon Boardman, CEO & Founder, Optima Asset Management and Vice Chairman, Forbes Family Trust, is pounding the table urging investors to make room in their portfolios for alternative investments, because their ability to hedge can provide much needed downside protection and diversification during volatile times for equities. He also believes hedge funds have the potential to be an important alternative to fixed income. As he points out, "Government bond yields are at rock bottom and remain vulnerable to increasing inflation."

Boardman has a unique perspective on where we are in the investment cycle today, contending that investors should be diversifying their portfolios to deal with a coming era of heightened economic uncertainty and market volatility. "Markets have entered an Age of Anxiety. I think we are going to see an extended period in which investor sentiment swings between extremes of optimism, anticipating a return to normality, and pessimism, worrying that the recent pandemic will have damaging economic, social, and political aftereffects that will persist longer than expected."

Nevertheless, Boardman is emphatic that this does not mean that we are mired in a deep economic depression or extended bear market. "Quite to the contrary," he says, "Investors with a long horizon should do well with equities. But - and this is an extremely important 'but' - in the intermediate term I believe it will be very difficult to generate meaningful returns in conventional......................

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