Mortgage-backed securities are a different beast today to the structures available ahead of 2007-08 and with low yields and expensive valuations in other asset classes investors should include them in their search for alternative sources of returns.
Russia’s promise to taking part in the OPEC-led oil price freeze may provide a boost to risk assets while holding back returns from those deemed ‘safe haven’, according to BlackRock’s Richard Turnill.
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
In the eurozone’s current negative interest rate environment, Baring Multi Asset Group’s Christopher Mahon predicts European REITs will emerge as the preferred alternative to government bonds for risk-averse investors.
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
Conventional wisdom suggests an oil glut is keeping the price of the Brent Crude down, but who’s to say that the recovery story will not continue?
Jupiter has ratcheted up its focus on the alternative investment space with the hire of Magnus Spence to the new role of head of investments, alternatives.
It has proved another difficult year for absolute return, but as the universe expands it has become harder to sift the failing funds from those delivering diversification.
Differences in debt and development are the primary indicators that the UK property crisis of ’09 is not going to repeat itself, said Philip Gadsden of Orchard Street Investment Management.
The European Securities and Markets Authority has published its advice on 12 jurisdictions seeking passporting rights for alternative investment funds (AIFs) giving seven a clear go-ahead with five others getting a qualified approval.
The recent gating of the biggest UK property funds had been on the cards since as early as September last year according to research by Last Word.
True alpha is not generated from single trades, argues Pioneer’s Adam Macnulty, but is the result of a carefully built portfolio of multiple, independent strategies.
