Content (15)
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White papersUnlocking Alpha in 2026: The Case for Hedge Funds
We have spent much of the last few years highlighting to clients and prospects alike the benefits hedge fund exposure can potentially bring to portfolios. From their downside protection characteristics in times of volatility, to how hedge funds can positively contribute to the traditional 60/40 equity-bonds portfolio construction, we continue to believe in the important role hedge funds play as part of wider asset allocations. And now it seems the wider market is beginning to open up to what we have been preaching.
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White papersThe case for infrastructure debt: Stable income in a changing world
Infrastructure underpins the 21st century global economy. From power networks and digital connectivity to renewable energy and social assets, infrastructure provides critical services with long-term demand drivers. These assets are often supported by regulated frameworks or long-term contracts that deliver returns through economic cycles.
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White papersQ1 Real Estate APAC Quarterly Spotlight
The lowdown on all that is meaningful in Asia Real Estate
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White papersQ1 2026 Private Markets Outlook
In our view, the opportunity set for Private Market strategies remains deep. Within the sub-sector of Private Credit, we continue to hold a ‘Positive’ outlook.Investor appetite for private credit remains strong, thanks to its stability, yield premium, and consistent income, but deployment challenges and rising regulatory scrutiny are shaping the landscape.
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White papersRethinking traditional portfolios: The power of alternative investments
Investors have long considered a balanced portfolio of equities and bonds a cornerstone of prudent investing. The ‘60/40’ portfolio promised growth from equities in good times, while bonds provide income and protection if markets turn volatile.
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White papersBlueprints for enduring value: The case for private equity
Today’s global investment landscape has rarely been more complex and changeable. Geopolitical realignment, trade tensions, and other policy shocks, are combining with AI, the energy transition, and other disruptive forces to create a volatile investment environment.
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White papersGlobal Infrastructure Equity
Listed infrastructure equity is playing an increasingly important role in a diversified equities’ portfolio
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White papersEvergreen funds: What every private equity investor should know
What are evergreen funds, why are they growing rapidly, and what role could they play in your portfolio?
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White papersGlobal Investment Outlook Q4 2025: A world in flux
Global markets are navigating a complex landscape shaped by policy divergence, trade tensions, and the unwinding of US exceptionalism. While the US remains a leader in technology and innovation, its dominance in global capital flows is being tested by slowing growth, fiscal pressures, and overconcentration in mega-cap technology stocks. A softer US dollar and heightened policy uncertainty are prompting investors to rethink their approach to safety, diversification, and drivers of returns.
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White papersA diversified offence in private credit as the best defence
Amid elevated uncertainty, investors are increasingly being drawn to private credit as a resilient asset class that can deliver attractive risk-adjusted returns, diversification, and income stability.
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White papersPrivate equity with purpose: The case for impact investing
Capital markets are continually being buffeted by far-reaching forces that are shaping societies, economies, and the environment. Technological innovation, climate change, demographic shifts, rising inequalities, and evolving regulatory requirements all pose challenges but also create opportunities for forward-thinking investors as economies adapt to disruption.
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White papersInvesting without compromise
Tom Green, Head of Direct Lending at HSBC Asset Management, talks about the importance of discipline in the lending business, the value of exclusive deal flows, and what makes the European mid-market so attractive right now
