Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Insights
Please join us for an update on the Global Multi Strategy Fund with Client Portfolio Manager, Alistair Sayer. Alistair will be covering portfolio updates, recent performance and why now is a great time to be in the alternatives space.
How can enhanced index strategies help to make passive investments work more efficiently in investors’ portfolios?
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?