- 20 February 2025
Strong second half in 2024 to close a remarkable year forHedge FundsEquity Hedge managers have thrived thanks to healthysector dispersion. No signs [...]
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Alternative Investments Insights
Hedge Funds on a Winning Streak, What's Next for 2025?
- 20 February 2025
- 20 February 2025
Alternative Investments Insights
Dynamics of the liquidity slowdown in Private Equity
- 06 February 2025
- 06 February 2025
Exploring the key drivers behind the recent decline in PE exit activityLiquidity in the Private Equity market has experienced a marked slowdown in [...]
Alternative Investments Insights
David vs. Goliath in Private Equity
- 23 December 2024
- 23 December 2024
The battle for returns: Lower Mid-Market vs. large-capIn the timeless story of David versus Goliath, a humble unlikely hero overcomes a towering, f [...]
Asset Allocation Insights
The calm after the storm?
- 09 February 2022
- 09 February 2022
It has been a rough start to 2022 for risk assets as expectations of more rapid monetary policy tightening and inflation concerns pushed equities a [...]
Asset Allocation Insights
Time to take some chips off the table
- 12 October 2021
- 12 October 2021
We are reducing part of our overweight equity stance in light of a more uncertain liquidity environment and the deterioration of some of our techni [...]
Asset Allocation Insights
From Recovery to Steady Growth
- 13 September 2021
- 13 September 2021
18 months into the Covid pandemic, the world economy has experienced its shortest yet deepest recession ever, followed by one of the strongest reco [...]
Asset Allocation Insights
Market Outlook - H2 2021
- 11 June 2021
- 11 June 2021
Covid recoveries push global growth to four-decade high.