Are higher interest rates opening the door to stock selection again in 2024?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.