Lending, borrowing and investing in a negative rate world
Should investors fear an erosion of the illiquidity premium?
What are the bright spots in fixed income?
Where should core or core plus portfolios look to find value?
What are the risk and return considerations when it comes to private credit?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Do high yield bonds and leveraged loans still have room to run?
Is now the time for de-risking?
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Simplifying the complex world of alternative investments to help inform your decisions across real estate, infrastructure, private markets and hedge funds.