menu
search
Skip to main content

Long-short

Showing 5 of 5 Insights Posts
Mid Year Outlook Designs 4_sd_v2
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Investing in “3D”: Forces shaping alternatives opportunities in 2024

Multi-Asset Strategists Adam Berger and Nick Samouilhan offer six ideas from the hedge fund and liquid alternatives investment space, from global macro to multi-strategy approaches.

Continue reading
event June 2024
4 min
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1048358188
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Long/short investing in European equities' growing dispersion 

We explore how growing dispersion in European equity markets is driving opportunities for long/short investors, fueled by structurally higher inflation, changing market leadership, and a renewed focus on valuation.

Continue reading
event September 2023
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
551986071
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Financials amid rising dispersion

We explore why we believe dispersion across stocks, sectors, and geographies is supporting numerous secular themes in long/short investing in financials.

Continue reading
event September 2023
Article
2024-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Unique-Perspectives-Alan-Hsu-3587-720x660
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Navigating the opportunities and challenges of the energy transition

Two of our climate- and energy-focused investment professionals discuss what the low-carbon transition may look like and how investors can think about the challenges and opportunities it represents.

Continue reading
event March 2023
Article
2024-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Take credit: Our five best credit market ideas for 2023

Fixed Income Strategist Amar Reganti highlights credit market opportunities that he expects to arise over the course of 2023, against a backdrop of slowing growth.

Continue reading
event January 2023
Quick Take
2024-01-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.