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.
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Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
How can investors use the equity repo market as part of a balanced risk-adjusted allocation to alternatives?
What are the key considerations for constructing diversified Multi Strategy portfolios to help meet investors’ needs?
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?
How can investors put renewed activity in the primary market for convertible bonds to their advantage?
What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.