Alternatives
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What are regulatory capital relief transactions and why do they matter?
The global market for regulatory capital relief transactions has grown significantly in recent years. Learn why it may be an area that may be of interest to fixed-income investors.
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How long/short investing can turn volatility into a positive in turbulent markets
With volatility back in play and concentration risk still a major challenge, investors may want to consider making a long/short strategy a dedicated part of their portfolios.
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Tariff tumult: alpha through agility
Liberation Day brought about sweeping changes to U.S. tariff policies. Beyond the immediate market response, to what extent might the recent announcements shape how investors approach investing?
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Private credit: when direct lending and asset-based lending unite
How can we demystify the inner workings of private credit and get the most out of investor portfolios? Let’s focus on two key areas of private credit: asset-based lending and direct lending.
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Opportunities in asset-backed securities
Against a backdrop of ongoing uncertainty and volatility, investors may find themselves drawn to asset-backed securities—an asset class that offers the potential for high stable income opportunities and capital protection.
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The role of macro strategies across monetary policy regimes
As economic priorities evolve, central banks must carefully balance growth and inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios. We take a closer look.
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Going long on permanent crops: long-term demand fundamentals of almonds and pistachios
Understanding the supply-and-demand fundamentals of tree nuts is critical for investors considering long-term investments in the agriculture sector. Learn why.
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Zeroing in on private credit: more than meets the eye?
Private credit has evolved from a mere financing appendage to more than a trillion-dollar asset class. What are the key drivers that altered the course of traditional lending? We trace the origins of this asset class to examine its role in portfolio construction.
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Regenerative agriculture: definition, implementation, and impact
Regenerative agriculture can play an important role as the challenge of feeding a growing population looms larger amid increasingly scarce natural resources. Learn more.
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Aircraft leasing investments: achieving lift-off through an alternative route
Global aviation has rebounded dramatically in the past two years, but the backlog in supply chain implies it will be some time before the delay in jet building can be resolved. Learn how these developments may lead to interesting opportunities for investors.
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