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Performance Dispersion in Alternative Asset Classes

Nov 18, 2022

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

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Thought leadership

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Article

Revisiting the Potential Role of Hedge Funds in Changing Environments

Nov 3, 2022

We assess the tradeoff between hedge funds’ potential downside protection in volatile or changing monetary periods and their lesser returns in stable periods.

Hedge FundsAdvisor Insights

Article

The Credit Cycle: Considering the Opportunity Set

Oct 20, 2022

We analyze credit cycle indicators and broadly examine potential opportunities in the credit market as the cycle progresses.

Advisor InsightsAlternative Investments

Article

The Credit Cycle: Potential Depth and Duration of a Downturn

Oct 7, 2022

We analyze where we might be in the credit cycle and the potential implications of the end of the easy money era.

Alternative InvestmentsAdvisor Insights

Article

Secondary Opportunities May Expand in the Wake of Market Turmoil

Sep 22, 2022

Thanks in part to recent instability in public markets, individual investors with capital to spare may also benefit from this evolving asset class.

Alternative InvestmentsAdvisor InsightsPrivate Markets

Article

The Evolution of the Private Equity Secondary Market

Sep 7, 2022

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

Article

The Importance of Entry Point for Private Equity Vintage Performance

Aug 19, 2022

We explore whether entry points in different market environments have had a meaningful impact on the ultimate performance of private equity fund vintages.

Alternative InvestmentsPrivate MarketsAdvisor InsightsStructured Solutions

Article

Recession and Resilience: Looking to Leading Indicators

Aug 5, 2022

As recession risks rise, opportunities in alternative investments may protect portfolios and take advantage of potentially worsening economic conditions.

Hedge FundsPrivate MarketsStructured SolutionsAdvisor Insights

Article

Rate Hikes May Accelerate as Inflation Defies the Fed: Potential Market Thr…

Jul 22, 2022

To understand if our high inflationary environment will sustain, we look to drivers of price growth with potentially longer term implications.

Private MarketsAdvisor InsightsStructured Solutions

Article

Expanding the (Alternative) Universe

Jun 10, 2022

Given the historically poor start to the year, it may be time for investors to expand their investment universe and learn more about alternative investments.

BlogAlternative Investments

Article

What are Protection-Focused[1] Structured Solutions?

Jun 3, 2022

A structured note is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.

BlogStructured Solutions

Introduction to Alternative Investments

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An Introduction to Private Equity Secondaries

Sep 7, 2022

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

Sep 1, 2022

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?

Jun 2, 2022

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

May 26, 2022

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

May 27, 2022

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

May 27, 2022

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

May 27, 2022

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

Alternative InvestmentsPrivate Markets

Article

The Real Thing

May 27, 2022

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