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Hedge funds Outlook Strategic allocation Market disruptions Tactical allocation Multi-asset Long-short Macro hedge funds Multi-strat hedge funds Article
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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.

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By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

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4 min
Article
2025-06-30
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Long-short Europe Volatility Alternatives Market disruptions Interest rates Inflation Alternatives investing Article
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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.

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By

Dirk Enderlein, CFA

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Article
2024-09-30
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Long-short Financials Fintech Global Industry Research Alternatives Volatility Bank liquidity Interest rates Monetary policy Fintech program Alternatives investing Article
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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.

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Article
2024-09-30
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Unique Perspectives Carbon emissions Energy Alternatives investing Sustainable investing Brand ActiveViews Net zero Climate tech Alternatives Long-short Article
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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.

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By

Alan Hsu

Tim Casaletto

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Article
2024-03-31
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Credit Investment grade Economic cycle Fixed income Interest rates Monetary policy Asset allocation Quick Take Alternatives Long-short
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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.

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By

Amar Reganti

Adam Norman

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Quick Take
2024-01-31
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