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.
To understand these shifting dynamics and determine how to embrace this growing asset class, investors should consider: What’s driving the growth of private credit and the decline in high yield and, if private credit deserves a strategic allocation in a broader credit portfolio?
Following the pandemic, median home prices surged by double digits until peaking at the end of 2022. While prices are down roughly 12% since then, home affordability still sits at multi-decade lows.
Well-positioned investors could take advantage of the new era unfolding in healthcare transformation.