And why a 20% allocation to private alternatives—like insured litigation funding notes—matters more than ever.

The last decade gave investors a false sense of comfort. Falling interest rates, cheap money, and strong equity markets made traditional 60/40 portfolios feel “safe enough.”
But 2025 is a different world.

We’re now living with persistent inflation, higher-for-longer interest rates, geopolitical shocks, and market cycles that turn faster than most portfolios can react. For many investors, the result is the same: volatility, inconsistent returns, and shrinking real wealth as the purchasing power of money shrinks even in hard currencies!

This is why institutional investors—from endowments to sovereign wealth funds—have quietly rewritten the rules of resilience.

They now allocate 20–40% to private alternatives.
Not because it’s fashionable, but because it works.

Enter Litigation Funding Notes: A Modern Shock Absorber

Litigation funding is one of the most predictable, non-market-correlated private assets available today.

Your returns are driven by legal case outcomes (Win or Lose) — not by interest rates, stock market swings, or global events. This alternative offers:

High-yield (11–14% fixed returns)
In hard currency
Non-market-correlated
Short-to-medium term (2–3 years)
Protected through insurance and strict UK legal frameworks

This makes litigation notes a powerful tool in a world where resilience—not speculation—is the priority.

Why Include 20% in Your Portfolio?

A strategic 20% allocation to private alternatives like litigation funding notes can:

  • Stabilise overall returns
  • Reduce volatility during market shocks
  • Boost income with fixed, contractual yields
  • Protect purchasing power
  • Improve long-term compounding and certainty

In a decade defined by uncertainty, investors need assets that don’t care what the S&P500 or interest rates or politicians are doing.

And that’s the role litigation lending plays in a modern, future-proof portfolio.

Ready to explore a New Playbook with Quality Group?
Let’s connect and discuss how we can shape your portfolio

 

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