As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.
Characteristics and Implementation Considerations for Private Equity
Private equity: A potential source for enhanced returns
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
2011 estimates and the thinking behind the numbers. Executive summary
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Article examining the economic effects and investment implications of the US fiscal cliff agreement