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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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What to watch for next as investors navigate volatile markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The Road to Alternatives: Assessing the Role of Liquid Alternatives in Portfolios
We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.
The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
The surprising case for natural resources
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
The impact of war on European energy policy
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
Maintaining focus in challenging markets
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?