Full 62-page report with analysis of all asset classes.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
A strategic framework for building a private credit portfolio
Impacts of disruption on the core infrastructure investor
The S&P 500 could hit 10,000 by the mid-2030s
Expected returns and correlations of asset classes.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
Article arguing that recent events strongly suggest the euro will survive, though prosperity will be unevenly spread across the eurozone.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.