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Research

Research library

Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.

As of Oct 8, 2026, the library lists 5 pieces from asset managers on alternatives.

Titles marked with an arrow open on the publisher's site. How we choose.

Alternatives

5 pieces · More on alternatives

  1. Inflation Redux? (opens aqr.com)

    AQR Capital ManagementResearch from an asset manager

    AQR revisits how exposed typical portfolios are to an inflation shock now that stock and bond correlations have reached multi-decade highs. Its review of more than 50 years of data finds that commodities and trend-following strategies have tended to do well when inflation rises, including in 2022, while private assets are unlikely to be immune.

    Topic: Alternativesaqr.com

  2. The power of private real assets (opens nuveen.com)

    NuveenResearch from an asset manager

    Nuveen researchers use more than 30 years of data to assess farmland, timberland, infrastructure and commercial real estate in diversified portfolios. They find these private real assets showed low correlations to stocks and bonds and better risk-adjusted returns than public real asset proxies, while noting illiquidity and access hurdles.

    Topic: Alternativesnuveen.com

  3. The cost of being too liquid (opens franklintempleton.com)

    Franklin Templeton InstituteResearch from an asset manager

    Franklin Templeton Institute strategists explain the illiquidity premium in private markets and how large institutions budget for it. They propose that advisors set aside an illiquidity bucket for money a client can lock up for seven to 10 years, suggesting 10% to 20% may suit many high-net-worth investors.

    Topic: Alternativesfranklintempleton.com

  4. Right-sizing private equity in a portfolio (opens corporate.vanguard.com)

    VanguardResearch from an asset manager

    Vanguard offers a framework for deciding whether and how much private equity belongs in a portfolio. It finds the diversification benefit is often overstated by smoothed valuations, and that a sensible allocation ranges from 0% to 40% of total equity depending on liquidity needs, tolerance for active risk and access to skilled managers.

    Topic: Alternativescorporate.vanguard.com

  5. Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022 (opens syzygyassetmanagement.com)

    Syzygy Asset ManagementResearch from an asset manager

    Researchers at the firm formerly known as Research Affiliates test whether trend-following strategies should trade only in the direction of an asset's carry. Using 83 futures and forward markets since 1989, they find carry filtering has generally helped but backfired in 2022, and that it adds the most in bond markets.

    Topic: Alternativessyzygyassetmanagement.com

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Editorial

How we choose

  • Inclusion is editorial. No publisher pays to be listed, and none can.
  • We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
  • Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
  • We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.

More in our editorial standards.