Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
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Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
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.