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An allocator’s playbook for 2023
Natasha Brook-Walters, co-head of iStrat, examines the three objectives allocators may wish to focus on in 2023.
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.
Fintech opportunities after the recent pullback
In four short videos, our fintech investors explore the sector's outlook amid today’s dispersion and highlight the long-term growth potential in payments, fintech incumbents, and crypto innovation.
Understanding the climate opportunity in alternatives
Portfolio Manager Alan Hsu highlights the potential inefficiencies created by traditional long-only climate strategies.
A new economic era: Why inflation, volatility, and cycles are back
Macro Strategist John Butler argues that a seismic global shift is underway that will disrupt the macro dynamics of the past two decades, challenging long-held investment assumptions.
Mapping physical climate risks
Working with Woodwell Climate Research Center, we have developed a geospatial mapping tool designed to help our investors visualize and quantify physical climate risks.
Driving positive outcomes: Our 2022 ESG research agenda
Director of ESG Research Carolina San Martin highlights key areas of focus for 2022, including talent management, supply chain accountability, and climate action — particularly with respect to biodiversity.