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…

The information contained on this web site reflects thoughts and opinions of Salient Capital Advisors, LLC (“Salient”) employees only, and the firm is not soliciting any transaction based upon such information.

The contents of this web site are for informational purposes only and may not reflect current financial developments or market conditions. You should not act or refrain from acting on the basis of any content included in this web site without seeking financial or professional advice on the particular facts and circumstances at issue. Salient reserves the right to change any information contained herein without prior notice. Salient is not responsible for any third-party content that may be accessed through this web site. The distribution or photocopying of Salient information contained on or downloaded from this site is strictly prohibited without the express written consent of Salient.

Salient research has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Salient recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial adviser. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Salient research or any portion thereof may not be reprinted, sold or redistributed without the written consent of Salient. Salient research is disseminated and available primarily electronically, and, in some cases, in printed form. The information on this web site is for U.S. residents only.

Research and Advisory Services provided by Salient Capital Advisors, LLC, a wholly owned affiliate of Salient Partners, L.P. Salient Capital Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission.