{"id":90771,"date":"2025-10-10T00:06:15","date_gmt":"2025-10-10T04:06:15","guid":{"rendered":"https:\/\/www.hedgeco.net\/news\/?p=90771"},"modified":"2025-10-09T20:09:27","modified_gmt":"2025-10-10T00:09:27","slug":"portfolio-mix-rebalancing-alternatives-move-to-the-core-of-asset-allocation","status":"publish","type":"post","link":"https:\/\/hedgeco.net\/news\/10\/2025\/portfolio-mix-rebalancing-alternatives-move-to-the-core-of-asset-allocation.html","title":{"rendered":"Portfolio Mix Rebalancing: Alternatives Move to the Core of Asset Allocation"},"content":{"rendered":"\n<p><strong>(HedgeCo.Net) <\/strong>The classic stock?bond mix (often 60\/40 or 70\/30) is under scrutiny. Rising market volatility, inflation concerns, and changes in interest?rate expectations are pushing investors to rethink what \u201ccore\u201d in a portfolio really means. Increasingly, alternative investments (private equity, real estate, commodities, hedge?fund?style products) are being elevated from peripheral allocations to core positions.&nbsp;<a href=\"https:\/\/www.businessinsider.com\/investment-portfolios-bny-jose-minaya-asset-management-2025-10?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener\">Business Insider+2Wealth Management+2<\/a><\/p>\n\n\n\n<p>Recent signals:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Jos\u00e9 Minaya, Global Head of Investments &amp; Wealth at BNY Mellon, recommended a&nbsp;<strong>50\/30\/20 split<\/strong>: 50% equities, 30% bonds, 20% alternatives. He argues this gives portfolios better resilience in uncertain markets and offers ways to smooth returns, especially via less correlated asset classes.&nbsp;<a href=\"https:\/\/www.businessinsider.com\/investment-portfolios-bny-jose-minaya-asset-management-2025-10?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener\">Business Insider<\/a><\/li><li>Advisor surveys show usage of alternative vehicles has surged: among financial planners, use of publicly traded REITs, non?traded REITs, private debt, precious metals has all gone up substantially from 2024 to 2025.&nbsp;<a href=\"https:\/\/www.wealthmanagement.com\/alternative-investments\/financial-planners-significantly-ramped-up-alternatives-use-in-2025?utm_source=chatgpt.com\" target=\"_blank\" rel=\"noreferrer noopener\">Wealth Management+1<\/a><\/li><\/ul>\n\n\n\n<p>Drivers:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Inflation &amp; yield concerns<\/strong>: As inflation eats away at returns, investors seek assets that can hedge or benefit from inflation\u2014real estate, commodities, inflation?linked structures.<\/li><li><strong>Volatility in public markets<\/strong>: With interest rate shifts, geopolitical risk, tech sector fluctuation, etc., traditional equities + bonds are sometimes not delivering the smoothing investors expect. Alternatives offer additional sources of return and hedging.<\/li><li><strong>Technology &amp; access<\/strong>: New platforms, better data, tokenization, digital wrappers, and regulatory innovations are making it easier for retail investors and smaller institutions to access classes previously reserved for large players.<\/li><\/ul>\n\n\n\n<p>Challenges:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Many alternatives remain illiquid, opaque, expensive.<\/li><li>Risk of over?crowding: If too much capital rushes in, valuations may be less attractive.<\/li><li>Regulatory oversight and transparency: Growing concern over how these portfolios are valued, how fees are charged, how risks are disclosed to investors<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>(HedgeCo.Net) The classic stock?bond mix (often 60\/40 or 70\/30) is under scrutiny. Rising market volatility, inflation concerns, and changes in interest?rate expectations are pushing investors to rethink what \u201ccore\u201d in a portfolio really means. Increasingly, alternative investments (private equity, real [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7,16044,16043,16,3,16288,15,16023,16286],"tags":[16089],"class_list":["post-90771","post","type-post","status-publish","format-standard","hentry","category-activist-funds","category-hedge-fund-strategies-2","category-hedge-fund-technology","category-hedgeco-networks-press-releases","category-hedgeco-news","category-liquid-alts","category-private-equity","category-technology","category-venture-capital","tag-liquid-alternatives"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90771","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=90771"}],"version-history":[{"count":1,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90771\/revisions"}],"predecessor-version":[{"id":90772,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/90771\/revisions\/90772"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=90771"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=90771"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=90771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}