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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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Decarbonisation in emerging markets: perspectives and insights from Asia
Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.
Assessing inflation through a corporate lens
How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
Is the 60/40 free lunch over?
High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.
Are China equities turning a corner?
Following a period of market weakness, Chinese stocks are now looking more appealing to investors.
European smaller companies: fertile ground for active stock pickers
Find out why European smaller companies offer bountiful opportunity for active stock pickers.
A bird in the hand: are yield returns king again?
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
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.
Global Structured Debt Insight – June 2022
The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
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?