Guide to Alternatives 1Q 2023
This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.
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.
What is the outlook for commercial real estate?
With the U.S. housing market struggling under the weight of higher mortgage rates, higher home prices, and limited supply, more and more questions have been coming in around the outlook for commercial properties.
What is the outlook for long-term returns?
The start of this month saw the release of our 2023 Long-Term Capital Market Assumptions, where we forecast economic growth, inflation, and asset returns over a 10–15-year horizon. The current report stands in stark contrast to prior years, which were characterized by a relatively muted outlook for returns from both stocks and bonds.
Is there a role for private real estate in my portfolio?
What has not come into question is whether investors will need alternative sources of income and diversification. As such, it seems increasingly likely that private real estate will be part of the broader investment conversation in the years to come.