The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
Alternatives
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View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
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Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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Square Mile’s Earnshaw: When is an alternative not an alternative?
Consideration of different risk and reward outcomes is key
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GAM to distribute Japanese hedge fund for Arcus Investment
Arcus Zensen is managed by Arcus co-founder Mark Pearson
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ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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AQR launches Article 8 market neutral fund
Strategy will hold a long portfolio with an attractive ESG profile, while shorting companies with a poor ESG profile
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GAM names co-CIO for alternatives
Randel Freeman heads up the division alongside Albert Saporta
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Foresight Sustainable Forestry receives takeover offer from Averon Park
FSF board agreed terms over the 97p per share offer, which comes at a 32.9% premium to the share price at close last night
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Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
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AQR rolls out multi-strategy alternatives fund
AQR Apex Ucits fund will invest in a range of lowly correlated sub-strategies