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Showing 10 of 15 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.

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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.
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.

Alternative Investment Outlook

This collection provides timely ideas across the spectrum of alternative investments -- including hedge funds, private equity, and private credit.

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

Governments have been slow to reduce their fiscal deficits — it could cost them

Our expert explores the investment implications of continued excessive deficit spending by G7 countries.

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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.
981716-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event April 2024
11 min
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Embracing uncertainty: Three alternatives ideas for a macro-driven world

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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event December 2023
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Macro implications of the AI revolution: is the market right?

Macro Strategist John Butler sets out an initial framework to help answer key questions about the potential macro impact of artificial intelligence.

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event November 2023
Article
2024-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1048358188
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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.

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

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event September 2023
Article
2024-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1089342370
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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event September 2023
Article
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1343714087
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.

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event July 2023
Whitepaper
2024-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.