There are three alternative investment strategies that not only stood out last year but also promise significant opportunity going forward.
These were not 'flashes in the pan'. Rather, they stand to benefit from very strong secular trends that have 'legs'. The strategies are Asia (especially China and India), healthcare, and concentrated 'best ideas' stock picking by leading long/short equity managers. Looking back on 2020, we witnessed a historic year of extraordinary social and economic developments stemming from the coronavirus, including a breathtakingly sudden plunge in equity and credit markets followed by a historically quick rebound. The 'future of work' era: How to capitalise on the decade of digitalisation ...
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