What strategies are advisers using to combat inflation and market volatility?: Independent Financial Adviser

Published 21 August 2024

The latest research from Praemium, in conjunction with CoreData, revealed that advisers are primarily utilising “active management and rebalancing”, “active stock selection”, and “partnering with asset managers”, to help them generate alpha.

Furthermore, it found that alternatives continue to be of interest for advisers, with 21 per cent stating they utilise the asset class to generate alpha, and advisers focused on high-net-worth (HNW) clients were the most likely segment of the profession to leverage alternatives.

Research released by Praemium and CoreData in May 2024 highlighted the growing interest of HNW clients on alternative assets, finding that almost one in five (17 per cent) HNW investors were utilising alternative assets. According to Praemium, this was in large part due to their use in diversifying portfolios.

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