Altegris Library

We are committed to being the go-to source for information and perspectives on alternatives. Our educational materials provide insight and knowledge to help you effectively use alternative investments.

Understanding Alternative Investments

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The Modernization of Private Equity: Understanding and Implementing Private Equity Today

07/16

Learn how to incorporate and evaluate private equity to help diversify and enhance portfolio returns going forward.

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Fiduciary Duty and Non-Traded REITs

10/15

A deeper dive into research on REITs versus Non-Traded REITs

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Portfolio Management: How Exposure to Real Estate May Enhance Returns

05/15

Learn how exposure to public real estate can improve a balanced portfolio's risk/return profile

Investment Advisor Series

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The Death of Hedge Funds?

07/16

Hedge funds have struggled over the last few years as fee compression puts pressure on managers.

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A Different Liquidity Trap

05/16

Private equity mutual funds highlight the importance of understanding liquidity goals.

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Managed Futures Got Their Mojo Back

03/16

The strategy started 2016 strong as trends re-emerge in currencies, commodities and interest rates.

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Oracle Jack on Correction, Bear Market

02/16

Altegris’ chief talks bond crisis, inflation and more.

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Back to the Futures

09/15

Managed futures can be a hard sell to confused clients, but those in need of diversifiers should pay attention.

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Two Reasons to Rethink Real Estate Investing

08/15

Access to long-short real estate vehicles that use appropriate hedging is one, and as for rising interest rates...

Fundamentals Series

Intro to Portfolio Diversification

An Introduction to Portfolio Diversification Using Alternative Investments

03/13

The importance of a well-diversified portfolio and the attributes an investment portfolio may encompass to be considered diversified

Third Party Articles

REP Magazine article

2014 Advisor Benchmarking Trend Report

12/14

REP. Advisor Views on Alternatives

Educational videos

Common myths about alternatives whiteboard video

Common Myths about Alternatives

02/13

An animated overview of common myths about alternatives.

Shifting Currents -An animated discussion updating investors on a  new approach to diversification which includes adding an alternative investment allocation to your portfolio.

Shifting Currents: Diversification

02/13

An animated discussion updating investors on a new approach to diversification which includes adding an alternative investment allocation to a portfolio.

Why performance dispersion matters whiteboard video

Why Performance Dispersion Matters

02/13

An animated overview on performance dispersion in alternatives

Multi manager whiteboard video

The Multi-Manager Approach to Alternatives Investing

02/13

An animated overview of a multi-manager approach to investing in alternatives

Research and investment process whiteboard video

Altegris Research and Investment Process

02/13

An animated introduction to the Altegris 5-step research and investment process

The Cost of Quality - An animated and informative explanation on why we believe alternative investment managers are worth their relatively higher fees.

The Cost of Quality: Fees

02/13

An animated and informative explanation on why we believe alternative investment managers are worth their relatively higher fees.

WhatsAlternative

What’s the Alternative?

08/11

An animated introduction to alternatives and a look at how can they potentially help diversify a traditional investment portfolio.

Broadcast media

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Jack Rivkin examines increased loan growth seen in bank results

07/16

Bank loan growth consistent with employment.

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Erdogan's Leadership as a Turkish Economic Benefit

07/16

Jack Rivkin discusses money and markets related to Turkey in aftermath of failed coup.

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Altegris CEO: Most of Britain Can't Deal With Brexit

06/16

Jack Rivkin interviewed on Bloomberg and gives his thoughts on Brexit fall-out.

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Are We Overreacting to the U.S. Jobs Report

06/16

Jack Rivkin react to today's U.S. jobs report, and discusses the markets and Fed policy.

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Rivkin says Brexit an Excuse for the Fed to Slow Down

05/16

Jack Rivkin talks about the effect of the U.K.'s Brexit referendum on Federal Reserve rate decisions.

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Jack Rivkin examines results of Alibaba Group Holdings on Bloomberg GO

05/16

Alibaba tops fourth-quarter estimates on revenue, sales and non-correlated returns.

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Rivkin says Trump Promises Would Create 'Market on Fire' on Bloomberg GO

05/16

Jack Rivkin discusses the prospect of markets and democracy in a Donald Trump presidency.

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Jack Rivkin interviewed on Bloomberg Go

02/16

China steps up support for its economy

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Jack Rivkin interviewed on Bloomberg Go

02/16

The demographics of stagnation

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Is no sector safe in the selloff?

02/16

Jack Rivkin discusses sector-wide investing on CNBC

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Jack Rivkin interviewed on MoneyLife Podcast

01/16

Jack Rivkin reaffirms his view on the slow growth environment and dispersion ahead.

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Jack Rivkin appears on Bloomberg Go

01/16

Is China heading for a Japan situation?

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Jack Rivkin interviewed on Bloomberg

01/16

Does low oil signal a weak economy?

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Finding the Silver Lining in China's Meltdown

01/16

Jack Rivkin interviewed on Bloomberg

Online publications

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Mining ETFs Could Be Huge Under a Trump Presidency

12/16

Lara Magnusen quoted by US News & World Report in article about commodities poised for a potential boost.

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Managed futures funds gaining traction among advisers

12/16

Investment advisers plan to increase their allocation to managed futures in 2017, according to a survey.

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Plunging Cocoa Prices Mean You Can Splurge on Christmas Chocolate

12/16

Bloomberg quotes Lara Magnusen on the outlook for cocoa prices and factors that are having an impact.

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From Hot to Not, Investors Exit Gold Funds in Switch to Equities

12/16

Lara Magnusen quoted by Bloomberg in article about the price of gold dropping and equities rallying.

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Droughts Push Soft-Commodity Buys to Highest Since 2008

11/16

Bloomberg quotes Lara Magnusen on the potential for high volatility in certain markets.

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Your Morning Sip Will Cost More Thanks to Brazil's Weather Woes

09/16

Bloomberg quotes Lara Magnusen in article about coffee pricing and supply-side constraints

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InvestmentNews quotes Jack Rivkin on private equity interval funds

06/16

Weighing the pros and cons of the new registered funds

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Gold ETF Investors Look Past Brexit, Lift Assets to 2-Year High

06/16

Bloomberg quotes Lara Magnusen on potential gold rally and its effects

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The Oil Rally Could Make You Think Twice About Ordering Dessert

06/16

Lara Magnusen quoted by Bloomberg in article about oil prices and their effect on sugar

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Altegris works to provide diverse exposure to private equity

05/16

Private equity generally has outperformed public equities over the past 32 years according to industry estimates. (login required)

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Gold Keeps Shining as Funds Miss Out on Best Rally in Two Months

05/16

Bloomberg quotes Lara Magnusen on gold and the outlook for Fed action

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Private Equity for Public Investors

04/16

Eric Bundonis featured on WealthManagement.com in article about new private equity funds for accredited investors

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Funds Sour on Sugar as Brazil Outlook Eclipses Global Deficit

04/16

Lara Magnusen quoted in Bloomberg article

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Jack Rivkin quoted by MarketWatch

03/16

Jack Rivkin reckons that the Fed is likely to focus on the wage-growth component of the jobs report

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Alts Flows Not Always Great For Funds

03/16

Matt Osborne featured in Fund Action. (login required)

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The Problem With Private- Equity Funds for the Masses

03/16

"The whole idea with private equity is that you need that time to make things happen away from a market that’s demanding instant performance." (login required)

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Lara Magnusen featured on Bloomberg

02/16

Record wheat forecast spurs investor bets price rout will deepen

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Jack Rivkin quoted in Wall Street Journal piece

02/16

Article on things investors should watch for in 2016

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Registered Fund Biz Aims for Private Credit

01/16

Jack Rivkin quoted by FundFire on how some private fund managers are going to take advantage of disruptions in the current market period. (login required)

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Hedge Fund Bets Signal There's More Pain Ahead for Commodities

01/16

Lara Magnusen quoted by Bloomberg on strong dollar, fears in China, and commodities

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Lara Magnusen quoted by MarketWatch on status of gold market

01/16

Gold down 3 years in a row and may not have hit bottom yet