The October edition of The Alternative Investor is out, and examines how investors are responding to geopolitical uncertainty, evolving economic conditions and new opportunities across the alternative investment landscape.
Contributions include:
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Investcorp-Tages’ Salvatore Cordaro examines how diverging economic and policy cycles are reshaping global macro investing and creating opportunities across rates and currencies.
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Renown Capital Partners’ James McIntyre looks at investing through geopolitical complexity and why stacking several macro drivers can create a more resilient investment thesis.
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Macro Thoughts’ Keith Grindlay considers how climate change, food inflation and energy security could feed through into currencies, bond markets and asset allocation.
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FIM Partners’ Francesc Balcells makes the case for emerging market local debt as yields converge and some long-held assumptions around developed and emerging markets begin to shift.
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Algarve Partners’ Antonio Castel Branco explores the investment opportunity in sustainable fisheries, from aquaculture and fishing technology to processing, cold storage and supply chains.
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Middle Street Ventures’ Vanya Dragomanovich examines the cybersecurity risks posed by increasingly capable AI agents and how financial institutions can prepare for threats that are becoming harder to predict.
The edition also offers the usual insights across the alternative investment landscape and concludes with RQC Group’s usual regulatory roundup which highlights key developments in the UK and US.
Click below for the October edition of The Alternative Investor:
