Alternatives
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Rethinking growth: where long/short directional strategies fit in
Investors and asset allocators are taking a fresh look at how and where they're accessing growth. Dispersion in the financials sector could offer unique investment opportunities.
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Power move: why electric utilities may be the key to the energy transition
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernized. While renewables such as wind and solar have attracted much attention, electric utilities may offer more upside today.
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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The case for long/short equity funds as volatility rises
In this volatile and uncertain market, investors are looking to long/short funds as a way to potentially limit downside exposure and provide diversification.
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Trading places: favoring defensive equity when bond yields go too low
While defensive equity may strike some as an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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Investing in fintech innovation
Learn about the disruption and innovation at the intersection of finance and technology—and why now is the right time for investing in fintech.
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Market history lessons
Circumstances change, but behavioral patterns endure. Learn how lessons from the past can inform your portfolio’s present and prospective positioning.
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Why invest in infrastructure?
See how infrastructure investing—utilities, energy, telecoms, REITs, and industrials—helps turn life’s necessities into a stabilizing force for portfolios.
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Three alternative asset classes worth watching right now
Some types of alternative investments perform better than others during certain phases of the business cycle. See which categories we favor in this environment.
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