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    1. Alternatives Insights

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    Alternatives Insights

    Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.

     

    2023 Alternatives outlook: Packing for the trek through uncharted terrain

    Persistently high inflation, high rates and high volatility are creating an investment landscape unlike any we’ve faced - but with the right preparation we will be equipped for the wilds of 2023.

    Read the foreword
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    Asset Allocation outlook: Providing essential portfolio support

    Explore how alternatives can offer AID (alpha, inflation protection, dislocation opportunities) for the trek through 2023.

    Read the outlook

    2023 outlooks by asset class

    • Growth Equity outlook: Innovation to drive value
    • Mezzanine debt outlook: Expecting higher returns for lower leverage loans
    • Transportation outlook: Navigating supply chain shifts
    • Commercial mortgage loan (CML) outlook: Sectoral dispersion continues
    • European real estate outlook: Economic uncertainty creates opportunities
    • Hedge funds outlook: Change and opportunity
    • Asia-Pacific real estate outlook: Demand underpins performance
    • Timberland outlook: Demand remains strong
    • Infrastructure debt outlook: Performance remains resilient
    • U.S. real estate outlook: Pockets of demand still exist
    • Highbridge outlook: Convertible debt opportunities
    • Core private infrastructure outlook: Strong despite headwinds
    • Global Special Situations outlook: Attractive risk-reward profiles
    • Macro Strategies outlook: Disinflation and robotics
    • Private Equity Outlook: Opportunities in a challenging market

    Guide to Alternatives

    Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

     

    Explore more  >

     

    Insights by asset class

    Asset allocation Hedge funds Private equity Private credit Infrastructure/Transport Real estate
    Asset allocation

    Alternative asset returns

    When investing in alternatives, it is important to consider the return calculation methodology. Read more about how to measure investment returns.

    Read more

    Performance Dispersion

    Learn more about the sources and magnitude of performance dispersion to better manage the risk of alternative investments in your portfolio.

    Read more

    Improving portfolios’ equity diversification with hybrid alternative assets

    Discover how opportunities in nontraditional asset classes, such as diversified hedge funds, may help provide stability during market volatility.

    Read more

    Investment opportunities in genetic medicine, automation and cybersecurity

    Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager, and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic medicine, automation, and cybersecurity.

    Read more

    Core Alternative Assets Deliver What Public Markets Cannot

    Explore alternative asset opportunities, such as core alternatives, to substitute traditional public assets and improve portfolio outcomes

    Read more
    Hedge funds

    Macro strategies outlook: Disinflation and robotics

    Learn more about the Alternatives Macroeconomic Outlook for 2023, including disinflation and opportunities in equities and robotics innovation

    Read more

    Hedge funds outlook: Change and opportunity

    Look out for market trends and new opportunities in 2023 with our hedge fund outlook to help you decide for your next investment

    Read more
    Private equity

    Private Equity Outlook

    Learn about Private Equity Outlook for 2023, including in early-stage Venture Capital investing and in smaller and middle markets.

    Read more

    Growth Equity outlook: Innovation to drive value

    Learn about capital investment opportunities and trends in new climate technology and life sciences companies with our Growth Equity Outlook for 2023

    Read more

    Taking a byte out of GHG emissions

    Find the role energy usage data can play in catalyzing a sustainable real estate industry and helping reduce its greenhouse gas emissions.

    Read more

    The DEI opportunity in private equity

    Diverse private equity firms (DEI) are an expanding and critical component of both the emerging manager and broader private equity industry

    Read more
    Private credit

    Convertible debt outlook: Systemic and cyclical trends present opportunities

    Look out for market trends and new opportunities in 2023 with our convertible bond market outlook to help you decide for your next investment

    Read more

    Mezzanine debt outlook: Expecting higher returns for lower leverage loans

    Explore our Mezzanine Debt Market Outlook outlining mezz financing with higher rates, tighter liquidity, less competition, and lower risk favoring lenders.

    Read more

    Infrastructure debt outlook: Performance remains resilient

    Learn about the 2022 infrastructure debt outlook as performance is expected to remain resilient during an inflationary environment.

    Read more

    Commercial mortgage loan outlook

    Read the Commercial Mortgage Loan Outlook for 2023, with a focus on office, retail, multifamily and industrial sectors

    Read more

    Global Special Situations outlook: Attractive risk-reward profiles

    Learn about the Private Credit Global Special Situations Outlook to find out more about how bespoke private investments continue to offer attractive risk-reward profiles in 2023.

    Read more

    Infrastructure Outlook

    Learn about the Core Private Infrastructure Market Outlook in 2023 in regard to inflation protection and uncorrelated returns.

    Read more
    Infrastructure/Transport

    Diversified core-plus transportation

    A diversified approach to transportation investing has the potential to offer resilience and help investors mitigate portfolio volatility.

    Read more

    Infrastructure returns: resilient and supported by income

    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.

    Read more
    Real estate

    U.S. real estate outlook: Pockets of demand still exist

    Read our U.S. Real Estate Market Outlook for the year 2023 and identify investment opportunities and prospects within the housing market.

    Read more

    European real estate outlook: Economic uncertainty creates opportunities

    Learn more the European Real Estate Outlook for 2023, with a focus on office, industrial and logistics sectors.

    Read more

    Asia-Pacific real estate outlook: Demand underpins performance

    Learn about the Asia Pacific Real Estate Market Outlook to find out more about how external factors are expected to impact performance over 2023.

    Read more

    European real estate: Opportunities in a time of change and complexity

    Learn how the European real estate market is characterized by both change and complexity that has been amplified by COVID-19.

    Read more

    Returning shoppers and fresh spending reinvigorate retail assets

    With increased consumer sales and mall and store traffic, the outlook for real assets is turning more positive and pointing to brighter days ahead.

    Read more

    The industrial real estate outlook for APAC markets

    Explore the positive outlook for the industrial sector in APAC markets, supported by projected long-term growth in consumption, wealth, and trade volumes.

    Read more

    Real estate assets: Essential in a low return world

    See how core real estate may enhance portfolio performance in a low rate, low return environment with rising inflation expectations.

    Read more
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    Explore our alternatives investment capabilities

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