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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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Absolute Return: maintain flexibility in 2022
How quickly can the world readjust, coming out of a global pandemic? Luke Newman highlights the drivers that will determine the prospects for absolute return in 2022.
Flattening is not flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
Global technology markets seek normalcy in 2022
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
The outlook for large cap US growth equities through renewed volatility
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Global equities: balancing a broadening recovery with inflation concerns
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
The necessity of yield in 2022
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Favouring stability in US fixed income in 2022
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.
Global investment grade: High uncertainty meets low dispersion
James Briggs, corporate credit portfolio manager, considers the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
European Equities: stay the course in 2022
Could value be where the opportunity lies in European equities in 2022?
Multi-asset in 2022: Prepare for all seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.