Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
How do you construct an absolute return strategy to stand the test of time?
With stock dispersion once again at the fore, offering greater potential for uncorrelated returns, is this ingredient that absolute return investors have been waiting for?
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?
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.
How can a multi-strategy approach to using liquid alternatives help to improve diversification and complement traditional asset class allocations?