All Absolute Return Funds articles
-
White papersRethinking Trend Investing: Alternative Signals, Not Alternative Markets
Inflation, geopolitical fragmentation and concentrated, AI-driven markets have put a premium on investors’ ability to navigate directional moves across asset classes. We think systematic trend-following strategies can help chart a course. But how they’re designed matters.
-
White papersOn the Cutting Hedge: Generating Alpha While Managing Risk in the Current Regime
As volatility, correlations, market concentration and geopolitical risk have all risen, asset allocators are increasingly turning to hedge funds for strategic diversification.
-
White papersWhy an absolute return approach to fixed income could help investors navigate uncertainty
Fixed income investors have faced considerable volatility in markets in 2026, driven by a combination of geopolitical tensions, rising inflation and higher levels of issuance.
-
White papersInfrastructure outsourcing: Unlocking returns via scaled leasing
Infrastructure operators are increasingly separating ownership from operations to enhance flexibility and support long-term growth, unlocking attractive opportunities for institutional investors in scaled infrastructure leasing platforms.
-
White papersTaking an absolute return approach to convertible bond investing
Applying an absolute return approach to investing in convertible bonds has historically provided steady returns for investors across various market cycle: returns remained resilient during, for example, the COVID pandemic and the Ukraine war. Even now, with the Iran conflict, this approach has continued to be a safe heaven.
-
PodcastLicence to roam empowers absolute return bond approach
With a ‘licence to roam’ fixed income markets, an absolute return approach works with a toolkit that allows it to continue to earn returns in bond markets roiled by geopolitical tension and the growth and inflation upsets that go with it.
-
White papersAbsolute return bonds for an uncertain world
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching for strategies that can deliver consistent returns while protecting capital. Enter the global absolute return bond strategy – a flexible, dynamic investment approach that’s suited to the current environment.
-
Podcast
Talking Heads – Flexibility in global bonds with absolute return
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return approach to generate returns regardless of the overall environment in bond markets.
-
Podcast
Talking Heads – Making the case for absolute return bonds
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government finances play out ? Where are interest rates heading?
-
Podcast
Talking Heads – Absolute return fixed income in an uncertain world
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey, Head of Global Aggregate and Absolute Return explains the merits of absolute return fixed income investing in the current environment.
-
White papers
Comparing Evergreen and Traditional Fund Returns
As the landscape of private equity investing continues to evolve, evergreen funds have emerged as a compelling alternative to traditional funds.
-
White papers
Absolute return – An absolute must in fixed income
Classical fixed income is already a source of ‘return-free risk’ in this post-pandemic economy awash with central bank stimulus. Reflationary expectations have expedited the rise in interest rates and aggravated the challenges faced by traditional fixed income strategies and indices.
-
White papers
Targeting positive returns in an uncertain climate
A decade after the global financial crisis, the uncertain economic conditions it ushered in continue to starve Europe’s investors of returns
-
White papers
The Four Principles of Style-Premia Selection
Factor investing, whereby the fundamental and technical drivers of securities are used to create diversifying strategies, has in recent years become democratised: it is now accessible to investors beyond those willing and able to pay hedge funds ‘two and twenty.’
-
White papers
Why European Institutional investors are investing in US Municipal Bonds
European institutional investors have been buying increasing amounts of the municipal bonds sold by US states and cities to fund public projects.
-
White papers
Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
-
White papers
Alternative Risk Premia: Constructing a true diversified portfolio
As investors seek to both improve risk-adjusted returns and meaningful diversification of their portfolios, they can take advantage of a portfolio of approximately 25 to 40 risk premia using a combination of risk parity, risk targeting and tactical asset management.
-
White papers
Mind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
-
White papers
[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
-
White papers
[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
