Guide to Alternatives

  • Introduction
  • Alternatives in portfolios
  • Real Estate
  • Other real assets
  • Private equity
  • Private credit
  • Hedge funds
  • Appendix

Cover Page

Risk & disclosures

Risk & disclosures

Cover Page

Guide to Alternatives
4Q 2024As of November 30, 2024
Guide to Alternatives
Designed to simplify the complex world of alternative investments to help make you make more informed decisions.

Global Market Insights Strategy Team

Global Market Insights Strategy Team

Page reference

Page reference

Earnings/coupon yield and the 60/40

60/40 returns and stock-bond correlation

60/40 portfolio income generation

Portfolio diversification

Alternatives: Correlations, returns and yields

Alternatives and manager selection

Valuations monitor

Public and private market correlations

Yield alternatives

Yields and equity market correlations

Alternatives fundraising

Alternatives dry powder

Investor positioning

Alternatives asset class returns

Sources of global private real estate returns

U.S. REITs and direct real estate

U.S. real estate, GDP and inflation

U.S. real estate: Transaction volumes

U.S. real estate: Cap rates and property values

U.S. real estate: Vacancy rate and NOI growth

U.S. real estate: Office leasing activity

U.S. real estate: Office supply

U.S. real estate: Retail

U.S. real estate: Industrial

U.S. real estate: Multifamily

U.S. real estate: Data centers

Europe real estate: Transaction volumes

Europe real estate: Yield and income

Europe real estate: Industrial

Europe real estate: Office vacancy rates

Asia Pacific real estate: Transaction volumes

Asia Pacific real estate: Yields and capital values

Asia Pacific real estate: Japan multifamily

Global real estate: Retail

Commercial mortgage loans

Commercial mortgage maturities and delinquencies

U.S. REITs sector returns

Sources of global infrastructure returns

Global infrastructure investment

Global infrastructure transactions

U.S. utility profitability and consumption

Global warming and greenhouse gases

U.S. energy production and consumption

U.S. electricity production and consumption

U.S. timber investments

Global trade

Global shipping: Orders, capacity and age

Global shipping: Pricing and port calls

Global airline industry trends

U.S. public vs. private equity

U.S. business formation

Global private equity fundraising

Global private equity investments and exits

U.S. private equity investments and exits

IPOs by deal value and count

U.S. private equity investments by size and type

U.S. leveraged buyouts

U.S. middle market

Global private equity returns

Global private secondary market

U.S. venture capital

Global mergers and acquisitions

Healthcare dynamics

Global investment in artificial intelligence

Cash flows, the J-curve and returns in private equity

Private credit fundraising

Private credit deal activity

Credit returns across recent economic cycles

U.S. banks and credit market participants

U.S. private credit vs. leveraged loans

Leveraged buyout financing

Sponsored versus non-sponsored leveraged loans

Middle market lending dynamics

Credit market stress

U.S. distressed loans

Public and private credit returns

Hedge funds and manager selection

Hedge fund strategy returns

Hedge funds and traditional portfolios

Hedge fund performance and volatility

Volatility, rates and hedge fund returns

Definitions

Definitions

Definitions

Risk & disclosures

Risk & disclosures

Cover Page

Guide to Alternatives
4Q 2024As of November 30, 2024
Guide to Alternatives
Designed to simplify the complex world of alternative investments to help make you make more informed decisions.

Global Market Insights Strategy Team

Global Market Insights Strategy Team

Page reference

Page reference

Earnings/coupon yield and the 60/40

60/40 returns and stock-bond correlation

60/40 portfolio income generation

Portfolio diversification

Alternatives: Correlations, returns and yields

Alternatives and manager selection

Valuations monitor

Public and private market correlations

Yield alternatives

Yields and equity market correlations

Alternatives fundraising

Alternatives dry powder

Investor positioning

Alternatives asset class returns

Sources of global private real estate returns

U.S. REITs and direct real estate

U.S. real estate, GDP and inflation

U.S. real estate: Transaction volumes

U.S. real estate: Cap rates and property values

U.S. real estate: Vacancy rate and NOI growth

U.S. real estate: Office leasing activity

U.S. real estate: Office supply

U.S. real estate: Retail

U.S. real estate: Industrial

U.S. real estate: Multifamily

U.S. real estate: Data centers

Europe real estate: Transaction volumes

Europe real estate: Yield and income

Europe real estate: Industrial

Europe real estate: Office vacancy rates

Asia Pacific real estate: Transaction volumes

Asia Pacific real estate: Yields and capital values

Asia Pacific real estate: Japan multifamily

Global real estate: Retail

Commercial mortgage loans

Commercial mortgage maturities and delinquencies

U.S. REITs sector returns

Sources of global infrastructure returns

Global infrastructure investment

Global infrastructure transactions

U.S. utility profitability and consumption

Global warming and greenhouse gases

U.S. energy production and consumption

U.S. electricity production and consumption

U.S. timber investments

Global trade

Global shipping: Orders, capacity and age

Global shipping: Pricing and port calls

Global airline industry trends

U.S. public vs. private equity

U.S. business formation

Global private equity fundraising

Global private equity investments and exits

U.S. private equity investments and exits

IPOs by deal value and count

U.S. private equity investments by size and type

U.S. leveraged buyouts

U.S. middle market

Global private equity returns

Global private secondary market

U.S. venture capital

Global mergers and acquisitions

Healthcare dynamics

Global investment in artificial intelligence

Cash flows, the J-curve and returns in private equity

Private credit fundraising

Private credit deal activity

Credit returns across recent economic cycles

U.S. banks and credit market participants

U.S. private credit vs. leveraged loans

Leveraged buyout financing

Sponsored versus non-sponsored leveraged loans

Middle market lending dynamics

Credit market stress

U.S. distressed loans

Public and private credit returns

Hedge funds and manager selection

Hedge fund strategy returns

Hedge funds and traditional portfolios

Hedge fund performance and volatility

Volatility, rates and hedge fund returns

Definitions

Definitions

Definitions

Risk & disclosures

Risk & disclosures
Cover Page
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Guide to Alternatives