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Digital Subscriptions > Portfolio Adviser > PA Architas guide to alternatives > INSIDER KNOWLEDGE

INSIDER KNOWLEDGE

Solomon Nevins brings his experience to bear on the alternatives market, discussing the biggest challenges, the greatest opportunities and how the team of fund experts at Architas are riding out the storms of today’s macroeconomic climate

What are the challenges with real assets right now?

The impact of rising yields on the real assets sector is something we have to watch. It’s difficult to know how the Brexit negotiations will pan out and what that will mean for sterling, inflation and interest rates.

However, the underlying projects have been performing well and are not affected by higher yields currently, so the challenge is more around risks from changes in investor sentiment and how that affects fund prices.

Where are the best new opportunities?

We are looking at the opportunities in healthcare royalties.

Owning royalty rights to a range of drugs would deliver returns as revenue from sales. It’s an interesting asset class on the basis that drug demand is very lowly correlated with traditional investments.

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About Portfolio Adviser

The UK’s long-running bull market is making investors nervous, and alternatives are an obvious solution to the high valuations and positive correlations it has produced. But advisers and investors are still reluctant to buy into this asset type. This guide, produced in association with Architas, debunks some commonly-held myths, looks at the role alternatives play and shines a spotlight on which alternative investments look good just now.
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