David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
Insights
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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.
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?