Hedgeweek: Liquid Alternatives could replace bonds as safe haven

Donald Pepper recently featured in HedgeWeek’s Global Outlook 2025, where they took a selection of leading views on the year’s key Hedge Fund trends. The full article can be accessed here. A summary of Donald’s comments can be found below: For over a decade, while quantitative easing drove interest rates to near-zero and negative levels, […]

Alphaweek: Three Reasons the Future is Bright for Merger Arbitrage

Felix Lo recently featured in Alphaweek with an updated version of his Trium Talks blog ‘The future is bright for Merger Arbitrage‘. The article can be read on the Alphaweek website, but please see below the full copy: Following the US election, multiple factors are driving a positive merger arbitrage outlook for 2025. The year […]

What’s on our mind for 2025?

As the end of 2024 fast approaches, Shenan Dhanani and Donald Pepper took the opportunity to ask our Portfolio Managers ‘What’s on your mind for 2025’? Here are the highlights of their responses.

The future’s bright for Merger Arbitrage

A man walking through a hiking trail in the Forest

After the US election, the outlook for Merger Arbitrage strategies is quite positive. Whilst caution is needed and deal selection is crucial, Felix Lo shares some key reasons why he’s excited for the prospects going forward.

Trump isn’t all doom and gloom for sustainable investing

Green plant sprout in cracked soil

The election of Donald Trump marks another bend on the winding route of global decarbonisation. Whilst this result is a step back for environmental regulation in the US, Joe Mares and Tom Ayres explain how, as we look toward 2025, the mechanisms and drivers of sustainable investing enable ESG to thrive regardless of political landscapes.

Investment Week: The bull case for yellow metal miners

Tom Roderick recently featured in Investment Week with an updated version of his Trium Talks blog ‘Gold: Mind over Metal?‘. The article can be read on the Investment Week website, but please see below the full copy: In recent years, Western investors have been replaced by emerging market central banks as the key drivers of […]

AlphaWeek: Understanding Uncertainty in the Next Chapter for the Middle Kingdom

Anton Tonev recently featured in AlphaWeek with an updated version of his Trium Talks blog ‘The Middle Kingdom produced some magic‘. The article can be read on the AlphaWeek website, but please see below the full copy: If investors had been investing in Chinese equities based on ‘fundamentals’, they would have been out of business […]