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.
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.
Adapting and embracing hybrid alternatives can help investors to achieve their portfolio goals. Discover more in our Alternative Asset Allocation Outlook.
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
Michael Bell, Global Market Strategist interviews Dana Haimoff, Portfolio Manager, for a special focus on private equity as part of the 2Q 2021 Guide to Alternatives.
Private equity assets are in demand. Explore our Private Equity Outlook to discover influencial trends and where we see the most promising opportunities.
Jon Segal, Co-Chief Investment Officer of Highbridge Capital Management, discusses credit markets, his view on the special-purpose acquisition company market and how institutional investors should look to allocate capital going forward.
Private lending is on the rise - in volume, interest, supply and demand. Explore our Private Credit Outlook to learn more about opportunities for investors.
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.
Transportation is capital-intensive and increasingly focused on ESG. Discover what the need for capital strength and new technology means for investing.
Discover the opportunities in core infrastructure equity in 2021, and learn more about ESG considerations and the power of a controlling stake.
Explore our Real Asset Investment Outlook to discover the key themes, opportunities, and risks across Infrastructure, Timber, and Transport.
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.
The post-pandemic economic recovery resulted in a dramatic revival of the real estate sector. Explore our real estate market outlook for more insights.
