White Papers

Salient’s 2018 Outlook

January 31, 2018

Asset allocation is part of Salient’s DNA, so instead of wondering what may happen in markets, we focus our attention — and think you should, too — on what matters to markets. This year, we think the long-steady list of what matters to markets is evolving. It’s changing to reflect a shift toward a higher interest rate world, a world with the potential for inflation, and as a result, the potential for volatility. What works in this type of environment? Historically speaking, real asset strategies work, as do risk-aware and risk-balancing strategies.

Master Limited Partnerships

May 11, 2017

Master Limited Partnerships (MLPs) are a unique asset class in the investment landscape. This piece gives an in-depth look into what MLPs are, including their partnership structure, tax basics, risks and value proposition.

Trend Following: A Precision Tool for True Portfolio Diversification

May 5, 2016

We receive many questions about what defines a trend-following strategy, how they work and when they are designed to outperform. We compiled answers to these questions in this primer.

The Free Lunch Effect: The Value of Decoupling Diversification and Risk

April 29, 2016

In this piece, we will discuss why thinking about diversification and risk independently may help investors build more efficient portfolios. In particular, we introduce a way to think about the diversification potential of portfolios, or the Free Lunch Effect.

Frontier Markets: Weighing the Risks

July 1, 2015

A growing number of investors are looking to capitalize on the next wave of global development through an investment in frontier markets, but to fully understand the risk profile of the asset class, investors need to look past common assumptions and misconceptions. Read our whitepaper by Senior Portfolio Manager, Nathan Rowader, to learn more about how frontier markets may offer growth potential, low correlations within markets and with other asset classes, and relatively attractive valuations.

The 5% Problem: Generating Income and Managing Risks in a Rising Rate Environment

July 1, 2015

Investors have been conditioned to believe that traditional bonds are safe and can deliver 5% annualized yields over the long term. In the current climate, neither may be true. In this white paper, Nathan Rowader, Senior Portfolio Manager, discusses the situation facing bond investors and where opportunities may exist for investors who want to diversify bond portfolios and seek better yields.

7 Things to Know About Investing with Liquid Alts

May 31, 2015

Liquid alts are the subject of some confusion. We hear many questions about what defines liquid alternatives, how they work and what they are designed to do. We’ve stitched our answers into this compilation of fundamentals that we think every investor will want to know.

Master Limited Partnerships

April 1, 2015

Master Limited Partnerships (“MLPs”) are a unique asset class in the investment landscape…


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