The Realization: A new world. A new normal. A tectonic shift. The transition of global real assets into mainstream portfolio allocation.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
Full report detailing JPM's long-term capital market return assumptions for 2013
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
GRA Launches Direct Real Estate Investment Platform
Our newsletter provides the latest news and views impacting public funds.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.