Alternatives

Highlight

Markets

11SEP 2019

How diversified is your portfolio?

With mainstream asset classes increasingly correlated over the last decade, investors may be overlooking the benefits of liquid alternatives.

2018

MARCH

27MAR 2018

Markets

What is Blockchain and why will it revolutionise business?

Cryptocurrencies like Bitcoin get all the attention (and notoriety), but it is the underlying Blockchain technology that will revolutionise global business. In our view, it has the potential to be as significant for industry in general as the internet was for society.

2017

DECEMBER

13DEC 2017

Markets

Outlook 2018: Gold

We see the gold market as broadly overlooked and offering great value as a portfolio hedge at current levels.

OCTOBER

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

SEPTEMBER

12SEP 2017

Markets

Bitcoin's bite: why central banks should clamp down on cryptocurrencies

The penny drops for central banks on cryptocurrencies.

04SEP 2017

Markets

Chart attack: Seven market snapshots from August

Solar, bitcoin, tech and tea all feature among the seven charts that caught our eye last month.

JULY

27JUL 2017

Economics

Seven-year asset class forecast returns: 2017

Returns face further compression and investors seeking positive real returns would be advised to look at riskier assets: credit, equities and alternatives.