Editor's Letter

Editor's Letter

The winds of change

Adapting to a changing environment was much under discussion during this year’s annual Investor Survey, which contains important insights from leading allocators to...

Passing the stress test

Covid complications have roiled global markets for a while now, and the difficult operating environment continues. Investors everywhere are having to rise...

Mitigating risks

Global stock markets enjoyed a positive start to the year, with the MSCI World Index gaining 4.52% for the first three months...

2021 Vision

Entering 2021, the world’s problems are far from solved.  Markets have been bullish, as liquidity abounds, although not everyone...

Alternatives can help soothe rocky markets

The search for yield has been a talking point for investors for many years – more notably in developed markets post the...

On point, and sticking to the game plan

“At a time where the global economy is in the worst recession in living memory, global financial markets enjoyed their best quarter...

Shock to the system

Q1 2020 will certainly go down in the record books. What a different world we find ourselves in, with no certainty as...

Mining for alpha in a variety of ways

In an environment of potentially divergent outcomes, many managers are positioning in multiple ways

Greater flexibility amidst heightened risks

While it is spring in the southern hemisphere, autumn chills are setting in across the rest of the world, and the changing environment is...

In fragile markets, can hedge funds impress?

Risk assets have had a strong first half, with stock markets globally making healthy gains to end-June, despite some volatility. Yet the macro picture...