Breaking free in the 'new world': Why taking an unconstrained approach to investing will work wonders

Deep Dive into absolute return

The fate of the global economy hangs in the balance of successful vaccine development and deployment.

This backdrop of uncertainty poses opportunities for active investors, particularly those open to taking an absolute return or 'unconstrained' approach, which seeks to capitalise on the dispersion and asymmetry caused by such an environment. In essence, this approach gives investors the agility and flexibility to invest anywhere and use any type of instrument - attributes particularly pertinent to this 'new world' we all find ourselves in. Consequently, looking ahead into the rest of the year we believe higher conviction, more concentrated, nimble and shorter-duration portfolios are t...