Stay the Course

Uncertainty is a normal part of investing. But today, doubts arise at almost every turn, causing investors to question whether they have the right investment solutions.

It's natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it’s possible to look past uncertainty and successfully navigate change.

Strategies to Navigate Uncertainty

Our investing approach is grounded in fundamental research. Based on insights gained from that research, we offer solutions that take three approaches to managing uncertainty.

Harness Disruption

Harness Disruption

We rely on deep analysis of companies, sectors and emerging trends to try to capitalize on the persistent forces disrupting the markets and the economy.

Strengthen The Core

Strengthen the Core

We believe flexible, higher-yielding strategies are essential to strengthen the core of fixed income allocations.

Embrace Diversification

Embrace Diversification

We seek to deliver uncorrelated returns by investing across a diversified suite of alternative and hedge fund risk premia.

An Investment Approach Driven by Bold Thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it.
Hear from our investment professionals on how they apply this approach in their fundamental research,
part of an ethos we call Knowledge Shared.

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

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Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

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Expect Less Volatility in 2021, but Uncertainties Remain

While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.

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