Citywire Engage video interview with Paul Holmes

In Kürze

Prime time for alternative approaches to the energy transition and credit

In this interview, Paul Holmes - Head of Distribution at Lumyna - explains why alternative strategies for ESG and credit investing are particularly relevant in the face of high inflation, rising interest rates and elevated volatility in the markets.  

 

The current environment provides a rich opportunity set for a number of hedge fund strategies. 

The economic maelstrom has wiped billions off markets and created a correlation between equities and bonds that left investors with nowhere to turn. But this can make for a perfect environment for hedge fund investors. 

“The argument for alternatives really is a diversification story,”  says Lumyna’s Head of Distribution Paul Holmes. “We’re in an environment where volatility is increasing. There’s a huge amount of uncertainty. Rates are rising and actually, for most managers and a lot of the strategies that underpin their approach to investing, that’s a really favourable environment for hedge fund investing.”

 

Watch the interview below!

 

 

Picture

© Generali Investments, alle Rechte vorbehalten. Diese Website wird von der Generali Investments Holding S.p.A. als Holdinggesellschaft der wichtigsten Vermögensverwaltungsgesellschaften der Generali Gruppe zur Verfügung gestellt, die direkt oder indirekt die Mehrheitsbeteiligung an den unten aufgeführten Gesellschaften hält (im Folgenden gemeinsam "Generali Investments"). Diese Website kann Informationen über die Tätigkeit der folgenden Gesellschaften enthalten: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (einschließlich Aperture Investors UK Ltd), Plenisfer Investments S.p.A. Società di gestione del risparmio, Lumyna Investments Limited, Sosteneo S. p.A. Società di gestione del risparmio, Generali Real Estate S.p.A. Società di gestione del risparmio, Conning* und unter deren Tochtergesellschaften Global Evolution Asset Management A/S - einschließlich Global Evolution USA, LLC und Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC sowie Generali Investments CEE. *Einschließlich Conning, Inc, Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc, Goodwin Capital Advisers, Inc. (zusammen "Conning").