Investment Thoughts from the Road Series
Elkstone is Ireland’s go to firm for investors to build out their alternative’s portfolio.
Karl Rogers, Elkstone’s Chief Investment Officer, publishes quarterly articles through on Forbes through his “Thoughts from the Road series”. Use this series to increase your knowledge of alternative investments and to keep your finger on the pulse of trends and performance. He’ll be demystifying the world of alternative investments and providing insight from internal and external research, government, fund manager and fellow investor discussions as well as providing tips on why and how to incorporate alternative investments into your investment portfolio. As part of this series, each article will dive into a subcategory of one of the five following pillars: Private Equity, Private Credit, Real Assets, Uncorrelated Strategies & Public Alternatives.
Q1 2024 – Investment Thoughts from the Road: Trend Following
Welcome to the inaugural article from my “Investment Thoughts from the Road” series. In this piece, we define alternative investments and then dig a little deeper into trend following — part of what we call the public alternatives pillar. Trend following is part of our managed liquid alternatives portfolio.
Read within to see why there is a strong argument for a tactical increase in this strategy in the current macroeconomic environment.
If you're curious about starting your own investing journey or seeking to grow your wealth, we're here to help. Reach out to us to learn more about how you can get started with investing.
Important Information
WARNING: This is a marketing communication and has been prepared for information purposes only. It is not intended as and does not constitute a personal recommendation. Please do not base any final investment decision on this communication alone.
Warning: The value of your investments may go down as well as up. You may get back less than you invest
