Alternative asset returns
When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.
Alternatives Insights
Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.
Guide to Alternatives
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.
Learn more about the sources and magnitude of performance dispersion to better manage the risk of alternative investments in your portfolio.
Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.
Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager, and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic medicine, automation, and cybersecurity.
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term shift in interest rates.
Our experts discuss the strategic framework for investing in alternatives, high conviction areas & more.
Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes
Find the role energy usage data can play in catalyzing a sustainable real estate industry and helping reduce its greenhouse gas emissions.
Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry
Look out for market trends and new opportunities in 2023 with our convertible bond market outlook to help you decide for your next investment
Explore our Mezzanine Debt Market Outlook outlining mezz financing with higher rates, tighter liquidity, less competition, and lower risk favoring lenders.
Learn about the 2022 infrastructure debt outlook as performance is expected to remain resilient during an inflationary environment.
Read the Commercial Mortgage Loan Outlook for 2023, with a focus on office, retail, multifamily and industrial sectors
Learn about the Private Credit Global Special Situations Outlook to find out more about how bespoke private investments continue to offer attractive risk-reward profiles in 2023.
Learn about the Core Private Infrastructure Market Outlook in 2023 in regard to inflation protection and uncorrelated returns.
A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.
Nick Moller, Investment Specialist in the Infrastructure Investments Group, discusses the private infrastructure market, how it performed in 2020 and what to expect in 2021 and beyond.
Learn about the Asia Pacific Real Estate Market Outlook to find out more about how external factors are expected to impact performance over 2023.
Learn how the European real estate market is characterized by both change and complexity that has been amplified by COVID-19.
With increased consumer sales and mall and store traffic, the outlook for real assets is turning more positive and pointing to brighter days ahead.
Explore the positive outlook for the industrial sector in APAC markets, supported by projected long-term growth in consumption, wealth, and trade volumes.
See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.