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Follow the asset managers and investment trends manager selectors are watching.
Top 10 Trends
AGF on RFPnetworks discussing 0DTE options depicted by man on a train platform

“Zero Day to Expiry” Options Trading

The numbers speak for themselves. The market for short-term options has proliferated during the past year and is now hitting daily notional volumes of...
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AGF on RFPnetworks discussing 0DTE options depicted by man on a train platform
AGF

“Zero Day to Expiry” Options Trading

The numbers speak for themselves. The market for short-term options has proliferated during the past year and is now hitting daily notional volumes of...
Read paper
Metaverse research on RFPnetworks depicted by young black girl wearing virtual reality headset

Web 3.0 is Not The Metaverse

Three quarters of Web 2.0 companies did not exist on Web 1.0. Who will be the winners and losers of Web 3.0 and why is the Metaverse important?
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Metaverse research on RFPnetworks depicted by young black girl wearing virtual reality headset

Web 3.0 is Not The Metaverse

Three quarters of Web 2.0 companies did not exist on Web 1.0. Who will be the winners and losers of Web 3.0 and why is the Metaverse important?
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Private Equity Secondaries research on RFPnetworks depicted by vintage time pieces hanging in a store.

Benefits of Private Equity Secondaries

Private Equity secondaries are helping investors mitigate multiple risks. But finding the best private equity secondary managers is not so simple.
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Private Equity Secondaries research on RFPnetworks depicted by vintage time pieces hanging in a store.

Benefits of Private Equity Secondaries

Private Equity secondaries are helping investors mitigate multiple risks. But finding the best private equity secondary managers is not so simple.
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Hedging Portfolio Risk research on RFPnetworks depicted by man in black t-shirt doing yoga.

Is It Too Late To Hedge Portfolio Risk

Is too late to hedge portfolio risk. Investors painfully acknowledge that multi-asset portfolios were challenged in 2022 from three sides.
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Hedging Portfolio Risk research on RFPnetworks depicted by man in black t-shirt doing yoga.

Is It Too Late To Hedge Portfolio Risk

Is too late to hedge portfolio risk. Investors painfully acknowledge that multi-asset portfolios were challenged in 2022 from three sides.
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AGF on RFPnetworks discussing hedging portfolio risk with anti-beta strategies depicted by escalator

Why Hedging Still Makes Sense in 2023

Not surprisingly, anti-beta equity strategies did very well for investors who followed them in 2022 – after all, performing well when the stock market...
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AGF on RFPnetworks discussing hedging portfolio risk with anti-beta strategies depicted by escalator
AGF

Why Hedging Still Makes Sense in 2023

Not surprisingly, anti-beta equity strategies did very well for investors who followed them in 2022 – after all, performing well when the stock market...
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GP Led Secondaries Research on RFPnetworks depicted by investor reading fund prospectus

EXPLAINER: GP-Led Secondaries

GP-Led Secondaries fill the gap at the extremes of the Private Equity opportunity set, bridging risks, returns and duration for professional investors.
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GP Led Secondaries Research on RFPnetworks depicted by investor reading fund prospectus

EXPLAINER: GP-Led Secondaries

GP-Led Secondaries fill the gap at the extremes of the Private Equity opportunity set, bridging risks, returns and duration for professional investors.
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Currency Research on RFPnetworks depicted by coin balanced on a table with dark background.

Relative Currency Valuations and Portfolios

Relative currency valuations are moving and moving fast. Driven by multi-speed monetary policy globally, investors are preparing to hedge currencies.
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Currency Research on RFPnetworks depicted by coin balanced on a table with dark background.

Relative Currency Valuations and Portfolios

Relative currency valuations are moving and moving fast. Driven by multi-speed monetary policy globally, investors are preparing to hedge currencies.
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Mondrian Japanese Yen research on RFPnetworks depicted by red car driving down narrow Japanese street

The Japanese yen has Never Been Cheaper

Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst...
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Mondrian Japanese Yen research on RFPnetworks depicted by red car driving down narrow Japanese street
Mondrian Investment Partners

The Japanese yen has Never Been Cheaper

Against the US dollar, the Japanese yen is at a 24-year low. Over the same period, the domestic purchasing power of the dollar has almost halved, whilst...
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Institutional Crypto Currency Research on RFPnetworks depicted by golden bitcoin

Are There Institutional Investors In Crypto

Institutional Investors were not the first movers into crypto. But their scepticism has been helped by the evolving crypto market. Just not entirely.
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Institutional Crypto Currency Research on RFPnetworks depicted by golden bitcoin

Are There Institutional Investors In Crypto

Institutional Investors were not the first movers into crypto. But their scepticism has been helped by the evolving crypto market. Just not entirely.
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Epoch Investment Partners Crypto research on RFPnetworks

What Happens in Crypto Stays in Crypto?

The market cap of cryptocurrencies peaked in late-2021 at $3.0 tn and has since plummeted to around $1.3 tn. The primary catalyst for this decline has...
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Epoch Investment Partners Crypto research on RFPnetworks
TD Epoch

What Happens in Crypto Stays in Crypto?

The market cap of cryptocurrencies peaked in late-2021 at $3.0 tn and has since plummeted to around $1.3 tn. The primary catalyst for this decline has...
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Decentralized Autonomous Organizations research on RFPnetworks depicted by light passing through a glass of water

Decentralized Autonomous Organizations

Decentralized Autonomous Organizations (DAO) represent a new structural paradigm. But what are they, what are the risks, why is private equity investing.
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Decentralized Autonomous Organizations research on RFPnetworks depicted by light passing through a glass of water

Decentralized Autonomous Organizations

Decentralized Autonomous Organizations (DAO) represent a new structural paradigm. But what are they, what are the risks, why is private equity investing.
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Currency research on RFPnetworks depicted by dollar bills rolled up on a table.

Currency Markets Gain Importance

Currency markets are gaining importance as changes in relative values impact asset classes across the globe. It may be time for a Currency Overlay.
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Currency research on RFPnetworks depicted by dollar bills rolled up on a table.

Currency Markets Gain Importance

Currency markets are gaining importance as changes in relative values impact asset classes across the globe. It may be time for a Currency Overlay.
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Blockchain Investment Research on RFPnetworks depicted by modern building geometric facade

Is Blockchain A Good Investment

Blockchain technology is reported to be a strong investment case, especially by Private Equity investment managers. It's application is developing fast.
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Blockchain Investment Research on RFPnetworks depicted by modern building geometric facade

Is Blockchain A Good Investment

Blockchain technology is reported to be a strong investment case, especially by Private Equity investment managers. It's application is developing fast.
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Private Equity research on RFPnetworks depicted by Asian woman comparing two jumpers

Private vs Public Market Valuations

Private Equity sponsored companies are often valued against their public equity market peers. But do valuations also move in tandem when markets turn down.
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Private Equity research on RFPnetworks depicted by Asian woman comparing two jumpers

Private vs Public Market Valuations

Private Equity sponsored companies are often valued against their public equity market peers. But do valuations also move in tandem when markets turn down.
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Currency Research on RFPnetworks depicted by man in ripped jeans sitting with a fan of dollars in his hand.

The Future Of The US Dollar

Will the USD continue it's dominance of global FX markets or can we expect some countries to embark on de-dollarisation by diversifying into Renminbi.
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Currency Research on RFPnetworks depicted by man in ripped jeans sitting with a fan of dollars in his hand.

The Future Of The US Dollar

Will the USD continue it's dominance of global FX markets or can we expect some countries to embark on de-dollarisation by diversifying into Renminbi.
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Private Equity research on RFPnetworks depicted by chart of volatility

Valuing Secondaries in Volatile Markets

Valuing Private Equity Secondaries in volatile markets can result in a NAV that does not reflect the intrinsic value of the portfolio. Opportunities arise.
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Private Equity research on RFPnetworks depicted by chart of volatility

Valuing Secondaries in Volatile Markets

Valuing Private Equity Secondaries in volatile markets can result in a NAV that does not reflect the intrinsic value of the portfolio. Opportunities arise.
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