A Choppy Start To A Year Of Uncertainties

2025-01-20 10:18:00 ET

Summary

• We would like to focus in on two topics: alternative investments and the related challenge of bolstering portfolios for elevated volatility and wide dispersion in potential outcomes.
• After several years in the doldrums for M&A due to rising rates, we think a supportive growth outlook, high public equity market valuations, cooling inflation and a loosening regulatory environment are likely to release a wave of pent-up dealmaking in 2025.
• Event-driven hedge funds, which generate a large share of their returns from anticipating these deals, would benefit from a much-expanded opportunity set.

By Jeff Blazek, CFA, Co-CIO, Multi-Asset Strategies, & Erik L. Knutzen, CFA, CAIA ...

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