Investment Themes

Barry Gill

Macro markets and investment

Implications for 2025 and why diversification is key

Shamaila Khan

Global Fixed Income outlook 2025

Navigating the descent of diverging fixed income markets

US Total Yield Sustainable Strategy

US Total Yield Sustainable strategy

Unlock yield from US equities through quality companies.

Alternative investing for all cycles

Independent ideas by Alternatives House of the Year

Global Real Estate Investing

How can you build a diversified strategy across residential, industrial and commercial properties?

Private equity secondaries

Private equity secondaries investment is an important tool used today by many General Partners (private equity fund managers) to circumvent time and capital limitation. It has since become part and parcel of the private equity investment ecosystem.

UBS O’Connor China Long/Short Equity Strategy

Capture opportunities in China through relative value investing

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