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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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The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
Aptiv: driving sustainability
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Aptiv: making vehicles safer, smarter and more sustainable
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Nintendo: gaming for education
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Nintendo: gaming for social impact
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Minivans and flows
Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.
Commodities – super cycle or just good sense?
With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?
Autocallables and the art of risk transfer
With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?
Investing in the future with REITs 3.0
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Looking to sustainability for opportunity
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?