Intelligence and Insights

Thought leadership

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Article

Is it time to modernize the 60/40 portfolio?

We explore potential lessons about the 60/40 portfolio and discuss how expanded access to alternatives may support advisors’ strategic asset allocations.

Advisor InsightsAlternative Investments

Article

Shifting Tradeoffs in Direct Lending

We explore how certain factors related to direct lending and other credit strategies may play out in today’s challenging market environment.

Advisor InsightsAlternative Investments

Article

Performance Dispersion in Alternative Asset Classes

We analyze performance dispersion within alternative asset classes and through various market environments to better understand the role of manager selection.

Alternative InvestmentsAdvisor Insights

Article

The Evolution of the Private Equity Secondary Market

The secondaries market has grown as investors seek more certainty. Can the return drivers that precipitated the growth of the secondaries market persist?

Alternative InvestmentsThought LeadershipAdvisor Insights

Introduction to Alternative Investments

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Article

An Introduction to Private Equity Secondaries

Secondaries consist of private markets investments that transact in the secondary market. They have evolved into a diversified $130-billion-a-year market.

Alternative InvestmentsAdvisor Insights

Article

An Introduction To The World Of Structured Solutions

Structured notes are debt securities that feature an exposure to an underlying asset class, such as equities, currencies or commodities.

Structured SolutionsAlternative InvestmentsAdvisor Insights

Article

What are the Alternatives?

Alternative assets fall outside traditional equity and bonds. Alt investments almost tripled over the last decade and could grow to over $23.2 trillion by 2026.

Alternative InvestmentsHedge FundsPrivate Markets

Article

Beyond Hedging

Hedge funds are private, actively managed, pooled investment vehicles. They reached $4.3 trillion in 2021 and could grow to over $5 trillion by 2026.

Alternative InvestmentsHedge Funds

Article

Giving Credit to Private Debt

Private debt (or private credit) refers to loans that are privately negotiated between two parties as opposed to traditional syndicated loans or bonds issues.

Alternative InvestmentsPrivate Markets

Article

Private Equity is No Longer a Secret

Private equity is investing in a privately owned company rather than owning shares in a public company. It is the largest alternative asset class.

Alternative InvestmentsPrivate Markets

Article

Seeking to Invest in the Real Economy

Real assets are physical assets that include infrastructure and natural resources and can also include real estate.

Alternative InvestmentsPrivate Markets

Article

The Real Thing

Real estate is tangible property consisting of land, buildings and related structures. Assets under management (AUM) grew to $1.3 trillion at the end of 2021.

Alternative InvestmentsPrivate Markets

From the CAIS Team

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Article

A New Era of Responsible Access

With greater access for independent financial advisors to access alternative investments comes responsibility to learn about potential risks and opportunities.

Advisor Insights

Article

Structured Solutions, Explained

Structured solutions are increasing in popularity due to rising inflation, but that doesn’t mean they’re for everyone.

Structured Solutions

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