Alternatives investing

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.

Multiple authors

event April 2024

11 min

Article

2025-03-31

Long-short Europe Volatility Liquid alternatives & hedge funds Market disruptions Interest rates Inflation Alternatives investing Article

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.

By

Dirk Enderlein, CFA

event September 2023

Article

2024-09-30

Portfolio construction Liquid alternatives & hedge funds Equity Fundamental equity Alternatives investing Whitepaper

More from the core: How fundamental extension (140/40) strategies could help

Extension strategies may offer investors more flexibility in portfolio construction, along with potential to achieve greater risk-adjusted returns, thus delivering “more from core” in equity allocations without taking on significantly more tracking risk.

Multiple authors

event September 2023

Whitepaper

2024-06-30

Climate Hedge funds Liquid alternatives & hedge funds Alternatives investing Sustainable investing Whitepaper

Climate investing: The case for a market-neutral approach

In our view, climate change is a macro catalyst with the potential to disrupt entire industries, producing both relative winners and relative losers. Market-neutral strategies may offer the potential to capitalize on both.

By

Eric Krusell, CFA

Alan Hsu

event July 2023

Whitepaper

2024-07-31

Outlook Liquid alternatives & hedge funds Hedge funds Private credit Alternatives investing Article Tactical allocation Multi-Asset solutions iStrat

Focus on what you can control: Five alternative investment ideas for an uncertain world

Multi-Asset Strategists Nick Samouilhan and Adam Berger explain how a variety of alternative investments, including select hedge funds and private credit, could help allocators reduce the importance of the economic cycle to their portfolio results.

By

Adam Berger, CFA

Nick Samouilhan, PhD, CFA, FRM

event June 2023

Article

2024-06-30

Europe Equity Macro and market Alternatives investing Financials Quick Take Liquid alternatives & hedge funds

European stocks: Regime change and the valuation gap

Portfolio Manager Dirk Enderlein explains why we may see more dispersion in European stocks in coming years and why there may be greater clarity about which stocks will be the new market leaders.

By

Dirk Enderlein, CFA

event April 2023

Quick Take

2024-04-14

Unique Perspectives Carbon emissions Energy Alternatives investing Sustainable investing Brand ActiveViews Net zero Climate tech Liquid alternatives & hedge funds Long-short Article

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.

By

Alan Hsu

Tim Casaletto

event March 2023

Article

2024-03-24

Fintech ESG Private equity Global Industry Research Digital payments Alternatives investing Private investments Article Private portfolio companies

The role of ESG in fintech

Global Industry Analyst Matt Ross and Portfolio Manager Matt Lipton explore the role of ESG in fintech in this clip from their WellSaid podcast episode.

Multiple authors

event January 2023

Article

2024-01-31

Inflation Geopolitics Volatility Alternatives investing Economic cycle Climate Liquid alternatives & hedge funds Hedge funds Video

Perspectives on today’s alternative investment environment

Take a quick tour of the alternative investment environment with investors from across our macro research and hedge fund teams, as they explore the geopolitical landscape, macro volatility, and key trends like climate-change adaptation and digital tokenization.

Multiple authors

event December 2022

Video

2023-11-30

Income Active management Risk management Alternatives investing Multi-asset Multi-manager solutions Video

Multi-Asset High Income Fund

Portfolio Manager Peter Wilke outlines how the Wellington Multi-Asset High Income Fund seeks to achieve consistent high income and minimise downside risk.

By

Peter Wilke, CFA

event December 2022

Video

2023-12-31

Inflation Volatility Economic cycle Alternatives investing Outlook No Optimizely Multi-asset Fixed income Equity Liquid alternatives & hedge funds Video

A new economic era: Why inflation, volatility, and cycles are back

Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.

By

John Butler

event November 2022

Video

2023-12-31

Volatility Macro hedge funds Diversification Alternatives investing Inflation Liquid alternatives & hedge funds Whitepaper

Macro renaissance: The opportunity ahead for investors

As the global economy and financial markets transition to a new, potentially more volatile era, macro investment strategies may be well positioned to take advantage of market dislocations and greater asset price differentiation.

By

Christopher Perret, CFA, CAIA

Vivian Bi, CFA

event October 2022

Whitepaper

2023-10-31

Monetary policy Credit Volatility Alternatives investing Fixed income Quick Take

The shrinking central bank balance sheet: A credit market opportunity

With the shift in central bank policy, heightened volatility and dispersion may yield a promising environment for exploiting credit market inefficiencies.

By

Derek Hynes

Ryan Valente

event August 2022

Quick Take

2022-11-30

a shiftting macro landscape qe china and europe

China Monetary policy Geopolitics Alternatives investing Volatility Economic cycle Americas APAC EMEA Article

A shifting macro landscape: QE, China, and Europe

We explore the changing macro environment, highlighting the investment implications of the end of quantitative easing programs, the state of the Chinese cycle, and an evolving outlook on Europe.

By

John Butler

Mark Sullivan, CFA, CMT

event August 2022

Article

2023-08-31

ESG insights for private companies Private portfolio companies Business practices ESG Alternatives investing DEI Sustainability policies Liquid alternatives & hedge funds Private equity Sustainable investing Article

Governance best practices in public markets

For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.

Multiple authors

event August 2022

Article

2023-07-31

Outlook Liquid alternatives & hedge funds Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article

Mid-2022 Alternative Investments Outlook

As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.

Multiple authors

event July 2022

Article

2023-08-31

Outlook Private equity Macro and market Manager selection ESG Climate Alternatives investing Article

2022 Alternative Investment Outlook

Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.

Multiple authors

event December 2021

Article

2022-12-31

Portfolio policy Alternatives investing Equity Liquid alternatives & hedge funds Article

When public and private equity converge: An allocator’s guide

Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.

By

Cara Lafond, CFA

event December 2021

Article

2022-12-30

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