Alternatives Home Investment views Alternatives Alternatives We have been managing alternatives since 1989, making us one the earliest entrants into areas such as private equity. Today, we believe they are an area where we can add true alpha. November 2024 Alternatives European real estate: a selective recovery 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? October 2024 Alternatives A local approach to European private debt European private debt is a diverse and growing market. Local expertise is essential to making the most of the opportunities on offer, particularly in the often overlooked lower-mid-market segment. October 2024 Fixed Income Demystifying unconstrained fixed income investing Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns. July 2024 Alternatives Stock picking within a top-down framework 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. May 2024 Alternatives Asia's fertile ground for event-driven investing Asia's economic dynamism and variety offer up rich opportunities for equity investors focused on corporate events and special situations. May 2024 Alternatives European real estate: from headwinds to tailwind 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. April 2024 Alternatives Hedge funds: in search of alpha 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. March 2024 Alternatives The many attractions of the lower mid-market 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. March 2024 Alternatives A sustainable approach to co-investment Partnering with GPs on environmental deals provides the perfect opportunity to generate positive contributions and outsized returns. March 2024 Alternatives The many attractions of the lower mid-market 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. January 2024 Alternatives Demystifying co-investment Co-investments offer direct access to top private equity opportunities, with the potential for higher returns and faster allocation than traditional PE fund investments. January 2024 Alternatives Inspiring innovation: private equity's role in developing environmental technology Increased global commitment to climate goals presents an attractive opportunity for investors, especially in private markets. September 2023 Alternatives Private equity's embrace of ESG 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. September 2023 Alternatives Why investors in Europe can no longer afford to ignore private equity Investors in European equities are missing out if they just focus on listed stocks, particularly when it comes to the mid-cap sector. July 2023 Alternatives Direct lending in times of uncertainty 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. May 2023 Alternatives Real estate's new dawn 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. April 2023 Alternatives Private assets' role in a diversified portfolio 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. April 2023 Alternatives The sweetspot in European direct lending When it comes to European direct lending, we believe that small is beautiful. Here is why. November 2022 Alternatives Sustainable investment in health Why the private health care sector offers investors the opportunity to secure attractive returns and address the 'social' component of ESG. October 2022 Alternatives Tech: better days ahead for private investors The technology sector may be out of favour right now, but we believe there are many investment opportunities to pursue, especially in private markets. September 2022 Alternatives Why invest in real estate? 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.