Portfolio Discussions
Use three Guide to Alternatives slides to support client conversations on the opportunities across alternatives, direct real estate, private equity, and infrastructure.
Principles of Alternatives Investing
Explore our 9 key insights to help investors understand alternative investments and the impact they can have on portfolios in our latest Principles of Alternatives Investing.
Use three Guide to Alternatives slides to support client conversations on the opportunities across alternatives, direct real estate, private equity, and infrastructure.
The average homeowners’ insurance policy cost roughly $1,900 in 2023, up over 20% from the previous year and nearly 50% from before the pandemic.
For three years, stock and bond returns have been moving in the same direction. When times are good, this is not thought of as a problem; however, when stocks sell off and bonds are not there to catch them, then investors are faced with an important portfolio construction challenge to solve.
2023 has seen more office conversion activity – while sometimes this can be easier said than done, it does suggest that there is an evolving opportunity in the office space for investors who can deploy additional capital.