Q4 2025 Multi-Strategy Commentary | Rethinking Asset Allocation in 2026
Автор: PICTON Investments
Загружено: 2026-02-03
Просмотров: 21
Описание:
The investment landscape is approaching a critical inflection point. With diminished U.S. exceptionalism, sticky inflation risks, and rising policy uncertainty, investors may need to broaden their view of return streams.
In this outlook Neil Simons, ( / neil-s-7352482 ) Portfolio Manager, Head of Multi-Strategy and Michael White, CFA, ( / mwhitepm ) Portfolio Manager, Multi-Strategy, explore why non-U.S. equities could offer more compelling opportunities, why high-quality duration may regain defensive value, and why alternatives strategies could help in a world where traditional 60/40 diversification may fall short.
For the latest perspectives from our investment teams, download The PICTON Report | 2026 Macro Outlook: https://www.pictoninvestments.com/en/...
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