Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
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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?
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?
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.
Will markets continue to be at the mercy of COVID-19 variants? Portfolio manager Robert Schramm-Fuchs considers the challenges posed to monetary policymakers and growth expectations by the pandemic in 2022.