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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
Sustainable investing gets active
We believe active managers are in a position to drive positive change amid the shift to sustainability.
Natural resources – not just another supercycle
In this Q&A, portfolio managers Tal Lomnitzer and Tim Gerrard respond to some key questions from investors on the natural resources sector.
Progressing toward a sustainable global economy
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
ESG and Women – product design matters
Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?
The Case for Alternatives in a Buoyant Market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Natural resources: paving the way towards net zero
Natural resources play a key role in combatting climate change, with exciting opportunities for investors.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
The fourth industrial revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
In the transition to zero carbon, the resources sector is a natural fit
Natural resources companies will play a key role in the transition to a low-carbon economy.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.