Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
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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.
Could interest rates change the tune for publicly listed alternatives to follow in 2024?
Are higher interest rates opening the door to stock selection again in 2024?
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
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?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.