Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
An update from the front lines of the Trade War, with a focus on implications for investors
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.
Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
A systematic back-test of MSCI ESG ratings
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael shares his thoughts on the US China trade war, Mexico tariffs and the US immigration policy.
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.