Delivering Specialized Solutions at Scale

Institutional allocators are consolidating around fewer, broader partners. Ben Huneke and Rui de Figueiredo discuss how specialization, platform breadth, and true customization are shaping what large institutions expect from an asset manager today.

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon encourages investors to focus on the micro, company results, as equities respond to the new  more restrictive Fed policy, particularly once we move past mid-term elections.  He also shares what is behind the positive change in non-US investing.

The term “alternative investments” is broad and, in our view, not particularly descriptive or useful. It encompasses all strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that investors face today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.

Advances in quantum error correction are moving the industry closer to fault-tolerant computing. Counterpoint Global examines what has changed, the hurdles that remain and where commercial value may ultimately emerge.