specialist
US
As equity valuations appear ever more stretched, and with rate rises in the US imminent and geopolitical concerns increasingly in focus, one hedge fund strategy in particular stands out as compelling.
11 October 2017
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2 min read
Specialist
As we approach Q4 2017, we believe commercial real estate should continue to see healthy operating fundamentals in most global markets amid solid economic growth, steady job creation, reasonable new supply levels, and monetary conditions that are likely...
05 October 2017
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2 min read
Specialist
An investment opportunity with unlimited upside potential, but with limited downside risk?
27 September 2017
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2 min read
Specialist
The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.
16 August 2017
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2 min read
Specialist
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
24 May 2017
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2 min read
