What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
What do our long-term growth and inflation forecasts say about today’s economy?
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate
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.