For the intrepid investor, there is no shortage of diversified investment opportunities.
Interest in cryptocurrencies, structured products, direct indexing, and other “trendy” assets has grown in recent years, but a new report by Morningstar suggests that advisors may need to provide more guidance around these asset classes.
“New investing trends can excite industry experts and individual investors alike,” wrote Morningstar. “However, trendy assets are not always a good fit for an investor’s portfolio, and the desire to own them can be influenced by behavioral biases.”
The company highlighted nine assets that have gained the interest of investors and investment professionals alike: business development companies (BDCs), commodities, cryptocurrency, private credit, private equity, REITs, semi-liquid interval funds, separately managed accounts via direct indexing, and structured products.
Volta Finance Ltd (LON:VTA) is a closed-ended limited liability company registered in Guernsey. Volta’s investment objectives are to seek to preserve capital across the credit cycle and to provide a stable stream of income to its Shareholders through dividends that it expects to distribute on a quarterly basis.