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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Could interest rates change the tune for publicly listed alternatives to follow in 2024?
Are higher interest rates opening the door to stock selection again in 2024?
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?
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
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?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.