Drawing on the insights and experience of more than 800 alternatives professionals around the globe, we share our perspectives on the alternatives landscape—from broad macroeconomic trends to specific niche specialty areas.
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.
Adapting and embracing hybrid alternatives can help investors to achieve their portfolio goals. Discover more in our Alternative Asset Allocation Outlook.
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the biggest risks and challenges investors will face in 2022.
Explore how key themes of this year’s LTCMAs — notably fiscal stimulus, elevated debt, climate change and alternatives — may play out in investor portfolios.
Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes
Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry
Private equity assets are in demand. Explore our Private Equity Outlook to discover influencial trends and where we see the most promising opportunities.
A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.
Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.
An investment in core transportation is well aligned with the key objectives and liquidity needs of U.S. public pension plans by providing: total return, stable income and a low correlation to other return-seeking strategies.
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.
As the global energy landscape changes and the focus on ESG grows, explore how investing in transportation can help to achieve sustainable investing goals.
The post-pandemic economic recovery resulted in a dramatic revival of the real estate sector. Explore our real estate market outlook for more insights.
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.
