Thanks Jerome. I agree. With real interest rates negative, portfolios need to have a broader set of return sources to maximise the probability of real wealth accumulation and capital protection.

On Caution ahead for equities -

Thanks for the comments. I agree Alternatives can be really challenging and requires diversification across various solutions in order to avoid strategy specific risk. Might be a good topic for a future article.

On 3 reasons to lighten your equity exposure -