KNOWLEDGE SHARED
Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Global property: durable cash flows more important than ever
Pricing power in real estate is a key differentiator in uncertain times.
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.
The case for Europe
Find out why we believe this cycle will be different for European equities.
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
How weight loss could yield gains for investors
A breakthrough in anti-obesity medication could help millions of people struggling with excess weight and create a new growth opportunity for healthcare investors.
Amazon warehouse slowdown news is overblown
What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?
Absolute return in an inflationary world
Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.
Investing through a paradigm shift in US mid-cap growth
What a fundamentally changed market could mean for US mid-cap growth investors.
Global dividends break first quarter record in post-pandemic surge
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends surged 11% during the first quarter of 2022.
The root of the US recession question
Is US GDP growth likely to turn negative over the next year?