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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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Fed Up? The fallout from overly sweetened monetary policy
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
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.
Emerging Market Debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
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.
Alternatives 2022: has the bull gone far enough?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Secured Credit: 2022 – year of the ‘carry’?
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
Emerging market equities: balancing the promise of innovation with the risk of inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Global property equities: evolving for the better into 2022 and beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
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.
Unlocking value in healthcare stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.