White Papers

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.

2017 Outlook

February 3, 2017

Our outlook for 2017 synthesizes the views of Salient’s specialists in several key investment areas. Ultimately we think there is little value in guessing whether the market will be up 5% or 10%, but a great deal of value in focusing our attention on the events and decisions that will matter, being honest about our ability to capitalize on those decisions, and making a plan to take focused risks in those rare cases where opportunity and edge co-exist.

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.

2016 Market Outlook

January 5, 2016

As we approach the eighth year of this current market expansion, we would like to provide you with our thoughts on market positioning…

Strategies for Weathering Rising Interest Rates

September 1, 2015

Interest rate risk continues to be at the top of the list of topics discussed among investors, consultants and advisors today. Many options exist for those who are looking to shift exposures away from low-yielding bonds to other types of income-producing strategies. In our new whitepaper, we examine some of the income-producing options Salient offers that may help investors’ portfolios weather rising interest rates.

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.

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