Portfolio Manager Luke Newman highlights the strategic opportunities and potential risks for absolute return strategies in 2025.
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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?
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?
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?