Citywire Engage video interview with Paul Holmes

In Short

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, all rights reserved. This website is provided by Generali Investments Holding S.p.A. as the holding company of the main asset management companies of the Generali Group having, directly or indirectly, the majority shareholding in the companies listed below (hereinafter jointly, “Generali Investments”). This website may contain information related to the activity of the following companies: Generali Asset Management S.p.A. Società di gestione del risparmio, Infranity, Sycomore Asset Management, Aperture Investors LLC (including 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* and among its subsidiaries Global Evolution Asset Management A/S - including Global Evolution USA, LLC and Global Evolution Fund Management Singapore Pte. Ltd - Octagon Credit Investors, LLC, Pearlmark Real Estate, LLC as well as Generali Investments CEE. *Includes Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. (collectively, “Conning”).