- Macro Strategist
United Kingdom, Intermediary
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
Today’s alternative investment opportunities
The world is undergoing major transformative shifts and financial markets have come along for the ride. In this brief video, investors from across our macro research and hedge fund teams explore the unstable geopolitical landscape, the new regime of higher inflation and more volatile cycles, the convergence of public and private equities, and key trends like climate-change adaptation and digital tokenization. Discover where they see alternative investment opportunities amid the disruption.
Experts
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- Fixed Income Portfolio Manager
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- Portfolio Manager
- Director of Alternative Investments
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This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.
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Our expert explores the investment implications of continued excessive deficit spending by G7 countries.
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Can hedge funds play the role?
How should investors select the most suitable types of hedge funds for specific roles? Members of our Investment Strategy & Solutions Group offer a simple and intuitive framework that can help.
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Even as investors wrestle with the economic unknowns heading into 2024, Multi-Asset Strategists Nick Samouilhan and Adam Berger see opportunities to put alternative investments to work.
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Macro implications of the AI revolution: is the market right?
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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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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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US regional banking sector update
We explore how banking regulation and legislation could impact US regional banks, including highlighting the potential for M&A activity and for dispersion to drive long/short opportunities.
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