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.
Private equity has been surprisingly resilient throughout the Fed hiking cycle. In 2022, PE only declined by 2%, but is now 3.2% higher than the end of 2021, compared to U.S. small cap stocks, which were 7% lower.
Well-positioned investors could take advantage of the new era unfolding in healthcare transformation.
After a significant pricing reset, private real estate could be on the verge of a rebound due to a few key drivers.