With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
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Three versatile use cases for balanced funds in investor portfolios.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Where we see the most compelling equities opportunities across sectors in 2024.
The three essential elements of an effective balanced strategy in the current environment.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.