Explore how absolute return strategies and European equities could help investors navigate geopolitical uncertainty, inflation and changing market correlations.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Copper, uranium and lithium are becoming increasingly strategic as electrification, energy security and infrastructure investment drive demand growth while supply remains constrained.
Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
Has relentless geopolitical uncertainty forced investors to rethink resilience, flexibility and the role of long/short strategies in portfolios?
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.