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.
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How do you construct an absolute return strategy to stand the test of time?
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
How can investors use the equity repo market as part of a balanced risk-adjusted allocation to alternatives?
What are the key considerations for constructing diversified Multi Strategy portfolios to help meet investors’ needs?
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
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?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.