David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Insights
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
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.
How can a multi-strategy approach to using liquid alternatives help to improve diversification and complement traditional asset class allocations?