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Opportunities and Risks in Times of Change

Wells Fargo Investment Institute - May 22, 2019

Key Insights

  • We think alternative investments have become a more important source of return for investors as the credit and business cycle matures.
  • Despite a strong start to the year for risk assets, we expect to see an improvement in returns from shorting both equities and credit. In our opinion, this bodes well for Equity Hedge and Relative Value strategies.
  • As the credit cycle progresses, we anticipate an increase in the number of stressed and distressed companies that should be ripe targets for Event Driven and Private Debt companies.
  • Thematic opportunities exist for qualified Private Capital investors, where the focus is on small, niche, and distressed investing, in our opinion.

Download the report (PDF)