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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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Lessons learned: listed REITs’ more prudent approach to leverage
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Investing in the “local for local” economy
As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.
European equities: do not take a binary approach
Is the worst yet to come for equity investors?
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
An altered backdrop forces investors to adjust
Investors must be willing to think differently in a changing market.
Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Healthcare tech: interesting opportunities but beware the hype
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
Investing in the metaverse – separating hype from reality
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
Opportunities expand as emerging markets evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
The investment ramifications of a multipolar world
While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
Global Perspectives: Opportunities from ESG headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.