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beyond the obvious

Navigating volatility: Outlook 2025

Active returns through specialist and alternative investing

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GAM Investments Announcement: Strategic Alliance

GAM and SHK & Co Announce Strategic Alliance to Drive Growth and Enhance Distribution in Greater China.

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Active Thinking
Active Thinking: PE investing amid tariff waves
07 May 2025

Christian Munafo, Chief Investment Officer at Liberty Street Advisors, explores how private companies are responding to market volatility and why this might attract investor interest.

Multi Asset Blog
Did markets get Liberation Day all wrong?
07 May 2025

Markets bounce back from their excessive early-April despair on optimism that growing pragmatism can resolve the Trump tariff tangle and signs that US corporates can still prosper in the new era.

Multi Asset Blog
Tariffs – have markets over-reacted?
30 April 2025

Following a sell-off that began in mid-February, stock markets’ recent bounce reflects some hopes that, despite the President’s bluster, some pragmatism may be setting in as policymakers and companies react to the uncertainty.

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