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Alternatives investing

Showing of Insights Posts
Governance best practices in public markets
For private companies approaching the public markets, we highlight the corporate governance best practices that can help pave strong relationships with public market investors.
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Article
2023-07-31
Recalibrating alternative allocations for a new market reality
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategists Cara Lafond and Adam Berger explain how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Article
2023-08-31
Can hedge funds behave if fixed income doesn’t? A manager-selection view
Our Fundamental Factor Team proposes an alternative approach for analyzing hedge funds and constructing multi-manager hedge fund portfolios intended to fill the roles of fixed income.
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Article
2023-07-31
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
Using hedge funds to perform the role of fixed income: An alternative approach
Member of our Fundamental Factor Team offer a role-based framework that may help better align manager research, portfolio construction, and potential investment outcomes.
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Quick Take
2022-10-31
Climate investing: The case for a market-neutral approach
We explore why climate change is a compelling organizing principle for investing and highlight the potential benefits and risks of market-neutral implementations.
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Article
2023-04-30
2021 Private Equity Annual Meeting highlights
This highlight reel offers a quick tour of topical themes in the private markets, from IPO activity to biotechnology trends to ESG engagement.
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Video
2023-03-31
2022 Alternative Investment Outlook
Our 2022 Alternative Investment Outlook looks at 5 areas of focus for the coming year and explores private equity markets and ESG opportunities.
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ARTICLE
2022-12-31
When public and private equity converge: An allocator’s guide
Multi-Asset Strategist Cara Lafond believes the time has come to recalibrate private equity portfolios to keep up with the evolution of the equity ecosystem. She offers a case for a more holistic view of public and private allocations, a fresh look at how allocators access growth, and the use of private and crossover strategies in innovative sectors.
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Article
2022-12-30
ESG in 2022: Insights for private companies
We profile why ESG factors matter in private markets, explore the diverse ESG issues private companies face across industries, highlight five key areas to prioritize, and share the essential steps private companies can take to keep up with today’s evolving ESG risks and opportunities.
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Article
2022-11-30
2021 Alternatives Annual Meeting Highlights
This highlights reel offers a quick look at the topics that are top of mind for our alternatives investors, from credit market dislocations to emerging market themes to cryptocurrencies.
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Replay
2022-07-31
Rethinking growth and where long/short directional strategies fit in
With allocators looking for opportunities to recalibrate their growth exposures, Multi-Asset Strategist Cara Lafond shares her “best fit” criteria for long/short directional strategies and explains why the financial sector appears to check all the boxes.
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Article
2022-07-31
Studying outsiders: Blending the advantages of public and private equity
Learn why we believe a longer-term public market approach focused on strong capital allocation could combine the benefits of public and private equity.
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Article
2022-05-31