Alternatives
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Hedging inflation and interest-rate risk with enduring assets
After lying dormant for the last decade, inflation and interest-rate risk have risen, returning to the investment conversation. See how to prepare your portfolio.
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Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.
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Moving beyond the bleak 60/40 outlook: a new diversification paradigm
Is 60/40 diversification still sufficient? See how investors can prepare for a market outlook that appears less generous than recent history would suggest.
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The Fed’s balance sheet represents an underappreciated risk right now
What’s the greatest underappreciated risk plaguing markets today? See what’s most worrisome to Adam C. Rudd, CFA, Standard Life Investments.
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How to defuse one volatile market with another
Adam C. Rudd, CFA of Standard Life Investments explains his recent volatility pairing of a concentrated market versus a more diversified counterpart.
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What are hedge funds and why did they outperform in the sell-off?
Hedge funds have long managed risk for the accredited investor—but what are they? And why have they done better than their unhedged peers in falling markets?
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Long/short financial services—investing in an industry renaissance
Given its complexity, financial services can be a graveyard for generalist investors, but that complexity can create fertile ground for long/short specialists who’ve spent their careers in the sector.
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Vital signs—long/short opportunities in healthcare stocks
Changes in healthcare favor long/short sector specialists, as some companies thrive and others fail to adapt. See why investors in healthcare stocks can’t expect a rising tide to lift all boats.
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Trump policies may help certain tech stocks and hurt others
See which Trump policies on the agenda today may move tech stocks abruptly—up or down—depending on how, or if, those policies unfold.
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AI big data and other disruptors are driving tech stock dispersion
AI, big data, and other disruptors drive extreme tech stock dispersion that can burn generalist investors. See why long/short tech investing is best left to career sector specialists.
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