Markets and Economy

2024 Outlook: Alternative Investments

by Jon Henshue | Johnson Financial Group • February 16, 2024

3 minute read time

Over the past few weeks, we have shared our quarterly Economic & Market Outlook, followed by the individual outlooks for stocks and bonds. This commentary represents the final installment, where we'll provide our views on the highly diverse alternative investment landscape.

We generally consider alternative investments as anything other than publicly traded stocks and bonds or investment vehicles that invest only in those securities, such as mutual funds and ETFs. Alternative investments range from commonly understood investments, such as multi-family real estate (i.e., apartment buildings), to less conventional investments such as venture capital.

Download a copy of the full report providing our outlook on the economy, markets, and how we’re currently positioning portfolios.

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This information is for educational and illustrative purposes only and should not be used or construed as financial advice, an offer to sell, a solicitation, an offer to buy or a recommendation for any security. Opinions expressed herein are as of the date of this report and do not necessarily represent the views of Johnson Financial Group and/or its affiliates. Johnson Financial Group and/or its affiliates may issue reports or have opinions that are inconsistent with this report. Johnson Financial Group and/or its affiliates do not warrant the accuracy or completeness of information contained herein. Such information is subject to change without notice and is not intended to influence your investment decisions. Johnson Financial Group and/or its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared. Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Asset allocation and diversification do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Certain investments, like real estate, equity investments and fixed income securities, carry a certain degree of risk and may not be suitable for all investors. An investor could lose all or a substantial amount of his or her investment. Johnson Financial Group is the parent company of Johnson Bank and Johnson Wealth Inc. NOT FDIC INSURED * NO BANK GUARANTEE * MAY LOSE VALUE

ABOUT THE AUTHOR

Jon Henshue

VP Director of Alternative Strategies, CFA®, CAIA | Johnson Financial Group

In his role as VP Director of Alternative Strategies, Jon is responsible for conducting due diligence and selecting investment managers for use across the JFG platform. Jon’s areas of coverage include complementary investments and US growth equity managers. He leads the Complements Strategy Group, which oversees portfolio construction of complementary asset classes, and also serves as a member of the firm's Investment Committee.