Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Themes from the quarterly Quantitative Beta Research Summit
In this paper, we (1) discuss the key considerations for insurers when allocating to alternatives and (2) make the case for core alternatives strategies.
The S&P 500 could hit 10,000 by the mid-2030s
J.P. Morgan Cashflow Driven Investment Strategy
Impacts of disruption on the core infrastructure investor
Disruption and the core infrastructure investor
A strategic framework for building a private credit portfolio
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
What will higher interest rates mean for real estate? In the short term, the impact on real estate capitalization rates is likely to be minimal. It’s important to separate the impact of higher interest rates into short- and long-term effects.