Latest Insights
Where can investors find truly differentiated sources of alpha?
In this Q&A, David Elms, Head of Diversified Alternatives, gives insight into the role that alternatives can play in an investor’s portfolio, and considers the change in pricing of volatility as a result of COVID-19.
Welcome to Flow World
Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.
The highly rational – and sometimes slightly less rational – world of tech investing
Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.