How will the COVID-19 outbreak impact the transportation sector when the world is closed for business?
The impact and opportunity of market volatility for private equity
What is the impact on core alternatives during the year of the virus?
What are the investment implications of low yields on private credit?
Is there too much money chasing too few deals in infrastructure investing?
David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.
In this article, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies, which can provide stable income and low total return volatility.
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.