If rates are higher for longer, are Alt's better than ever?

Given this weeks conflicting CPI and PPI reports, the chances of a higher for longer interest rate environment seem to be increasing. As we find ourselves in a situation where interest rates are expected to remain elevated over an extended period, there are several compelling reasons to consider alternative investments:

In today's diverse and complex financial environment, having a well-balanced investment portfolio is crucial for achieving long-term financial goals. More and more investors are now recognizing the potential of alternative investments as an essential component in asset allocation.

In the intricate tapestry of financial markets, seasoned professionals are well aware that patterns and trends often dictate investment strategies. One phenomenon that has piqued the interest of financial experts is the seasonality in the performance of stock and bond markets. As the calendar pages turn, so too do the fortunes of these markets, and understanding the reasons behind these seasonal fluctuations can provide valuable insights for investors.

According to recent article in Bloomberg, “Investors in private credit are currently getting better returns than they would from private equity, new data shows…” The private credit market, currently valued at $1.5 trillion, is anticipated to expand by nearly a trillion dollars in the next five years, making it a top consideration for investors.