The following research and white papers provide insight into related investment topics. Contact us if you have any additional questions.
Many investors are optimistic about the prospects for merger arbitrage in 2019.
With interest rates on the rise, short-term bonds have become a compelling choice for risk-averse investors' fixed income portfolios. A catalyst-driven credit strategy may provide similar risk-mitigation attributes while also providing an important source of diversification.
With interest rates on the rise, a catalyst-driven credit strategy may provide a compelling alternative to traditional fixed income investments.
With traditional asset classes expected to face headwinds, as well as a current environment particularly supportive of event-driven strategies, now may be the time to consider adding an event-driven strategy to your balanced portfolio.
Water Island Capital's Risk Management team discusses the impacts of short volatility on seemingly diversified portfolios.
Tensions between the US and China have risen in recent months, with the fallout impacting regulatory approval processes in some mergers and acquisitions. For more information on the historical context and what it means for our strategy, please read this note from the desk.
A research report outlining the current trends impacting M&A in the telecommunication services space.
Recent news regarding ongoing negotiations between AT&T and the US Department of Justice has led to volatility in the company's proposed acquisition of Time Warner. For more information on what is happening and our thoughts on the prospects for the deal, please read this note from the desk.
Some investors have witnessed an increase in the volatility of broad merger arbitrage returns over the past few weeks. Here are our thoughts on the primary drivers of this current phenomenon.
A continuation of our research into the current regulatory trends impacting M&A.
An update from the investment team regarding our thoughts on hedge funds, crowded trades, and current opportunities in merger arbitrage.
A research report outlining the current regulatory trends impacting M&A.
A research report outlining the current trends impacting M&A in the oil & gas space.
A research report outlining the current trends impacting M&A in the semiconductor space.
A research report outlining the current trends impacting M&A in the health insurance space.
Seven common beliefs regarding liquid alternatives addressed.
A primer on event-driven investment strategies and how they can fit into your portfolio.