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Alpha Drivers for Deliberately Different Solutions

Our modular multi-strategy solutions offer diversified exposure to multiple return drivers.

Article

2024 Voting Season Report

We outline the key 2024 voting trends, and how we have voted on behalf of our clients.

Article

Investment Outlook – October 2024

After journeying through a somewhat rocky third quarter, how should investors navigate the remainder of 2024?

Article

Navigating the New Normal: The Future of Equity Investment

We explore how equity investors can harness long-term growth trends amid a changed economic backdrop.

Article

Reimagining the Multi-Asset Portfolio in a New Investment World

Explore the reasons why we believe now is the time to consider liquid alternatives.

Article

Newton's Bond Macro Signal: An Introduction

We discuss our new tactical bond signal that captures a wide array of economic, policy and market variables.

Article

Use of Derivatives in Overlays / Downside Protection and Upside Capture

We discuss the benefits of implementing a tactical asset allocation overlay with derivatives.

Article

Investment Outlook – July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?