Our experts model differerent forms of private credit over multiple market cycles
As 2019 approaches, how should your portfolio be positioned?
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
How can core real assets help improve liability-aware portfolios?
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
LTCMA 2019 illustration showing surviving the short term to thrive in the long term.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.