David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
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.
Exploring the case for ABL within private credit portfolios.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
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.
How do you construct an absolute return strategy to stand the test of time?
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?