INVESTING
Consider stepping outside the box
Investors are likely to face greater challenges in generating strong returns in 2022 and beyond. Anthony Murphy puts forward the case for including alternative asset classes in portfolios as a solution to the headwinds on the horizon.
ANTHONY MURPHY is chief executive of Lucerne Investment Partners.
20 selfmanagedsuper
Global markets have started 2022 on shaky ground and investors, who have enjoyed strong market conditions for nearly two years, are taking stock and wondering where they go from here. The ASX 200 Accumulation Index fell 6.13 per cent in January and was down 2.52 per cent for the 2022 financial year as at 31 January. This correction should not come as a surprise and is well overdue, particularly when considering the steep rise in
global asset prices combined with the hubristic behaviour of many investors and markets in recent times. For context, 40 per cent of all US dollars in the system were printed in the past 20 months so markets have certainly had some assistance. However, the market is now rationalising and investors need to follow suit. One must think forward when considering their portfolios, but too often we look in the rear-view mirror to repeat what
