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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
LATEST INSIGHTS
Value resurgence?
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Could the shift to value propel European equities in 2021?
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Analysing the outlook for global dividends
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
Is it time for the European Renaissance?
John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.
Is now the time for defensive value?
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.
‘Fall’ harvest: preparing portfolios for the next season
Perkins US equity Portfolio Manager Ted Thome discusses opportunities created by the current market and why now may be a good time for investors to position their portfolios for a changing environment.