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Mid Year Outlook Designs 4_sd_v2
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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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4 min
Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
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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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Article
2025-06-30
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Mid Year Outlook Designs 4_sd_v2
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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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4 min
Article
2025-06-30
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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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11 min
Article
2025-03-31
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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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Article
2024-09-30
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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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Whitepaper
2024-07-31
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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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Quick Take
2024-01-31
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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.

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Video
2023-11-30
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macro renaissance the opportunity ahead for investors
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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.

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Whitepaper
2023-10-31
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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.
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Article
2023-08-31
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