With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Insights
David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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?