What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
In this special episode, Myron unveils a new approach to environmentally friendly portfolio construction and offers general insights about the role of innovation in finance.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
The Portfolio Construction and Strategy (PCS) team explore some of the unintended risks that can arise when sustainability drives asset allocation rather than being an implementation decision.
Is US GDP growth likely to turn negative over the next year?
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.