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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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ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Fixed Income: The last hurrah
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
ISG Insight: Markets versus policymakers – who’s in charge?
Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?
Equities: Can the cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
It’s complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
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?
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?
Tapering without the tantrum
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.
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.