Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
Signals embedded in forward-looking options markets indicate a relatively sanguine 2026 for both equities and fixed income.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Introducing some of the factors supporting the case for absolute return at a time when disruption is becoming the norm.