Alternatives

European real estate should benefit from attractive valuations and falling interest rates. But not all buildings will do equally well. Where are the best opportunities and how can we maximise them with active management?

Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns.

Upon winning the UCITS Hedge Awards for Best Performing Fund in 2023 and Best Performing Fund over five years in the Equity Long/Short (Global) – Discretionary category, the Pictet TR – Atlas strategy gets the spotlight in an editorial piece by the Hedge Fund Journal.

Asia's economic dynamism and variety offer up rich opportunities for equity investors focused on corporate events and special situations.

After a tough couple of years, European real estate stands out as one of the few asset classes where valuations aren’t sky high. With fundamentals improving, this creates an attractive investment opportunity.

Following a period of policy uncertainty, the path for global interest rates is now relatively clear. We believe that’s good news for alpha generation and particularly for hedge funds.

Partnering with GPs on environmental deals provides the perfect opportunity to generate positive contributions and outsized returns.

In the March edition of PDI, our Head of Private Debt, Andreas Klein, argues the European lower mid-market is home to attractive niche sectors that are decoupled from macroeconomic uncertainty.

Co-investments offer direct access to top private equity opportunities, with the potential for higher returns and faster allocation than traditional PE fund investments.

Increased global commitment to climate goals presents an attractive opportunity for investors, especially in private markets.

Lack of reliable data has been a major hurdle for private equity in embracing ESG. That is now changing. We take a look at the numbers.

Investors in European equities are missing out if they just focus on listed stocks, particularly when it comes to the mid-cap sector.

Higher rates, higher inflation and lacklustre growth may not sound like ideal investment conditions. But for direct lending, the timing is perfect – and, we believe, even more so for first vintages.

As the era of ultra-low interest rates draws to a close and tougher environmental regulations come into force, investors in European real estate should consider allocations to core plus and value add strategies.

Private assets are an increasingly important source of returns and diversification. Shaniel Ramjee, senior investment manager, Multi Asset, takes us through the opportunities private markets offer, as well as the risks they pose.

When it comes to European direct lending, we believe that small is beautiful. Here is why.

Why the private health care sector offers investors the opportunity to secure attractive returns and address the 'social' component of ESG.

The technology sector may be out of favour right now, but we believe there are many investment opportunities to pursue, especially in private markets.

Many people already invest in real estate through owning a home. Investing in a real estate fund however can bring numerous benefits to your portfolio.