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When Might “Golden Vintages” Appear in Private Markets?
We analyze vintage-year performance across private markets strategies to assess the potential importance of entry points and diversification amid recession.
Read the articleThought leadership
43 posts
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
Private Real Estate Market Update: Valuations in Transition
We assess the recent sell-off in private real estate and the potential catalysts that may drive the sector out of gridlock into a lower valuation equilibrium.
Alternative InvestmentsPrivate MarketsAdvisor Insights
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
Revisiting the Potential Role of Hedge Funds in Changing Environments
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
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
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
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
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
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
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…
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
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?
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
Article
Public Market Weakness & Venture Valuations
As public markets experience continued weakness and ongoing geopolitical tensions, advisors ask what this may mean for private and venture capital markets.
BlogAdvisor Insights
Article
Tradition Meets Innovation: The 60/40 Portfolio and Low Beta Hedge Funds
2022 has delivered investors increased volatility, rate hikes, and a growing lack of confidence in the forward-looking growth of the public market place.
Hedge FundsAdvisor Insights
Article
“Are We There Yet?” Where is the Bottom for Bonds?
Current bonds performance is beyond the general experience of many investors causing some to ask, “Are we there yet? Have bond prices reached the bottom?”
BlogAdvisor Insights
Article
What are Contingent Yield Notes?
A structured solution is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.
Structured Solutions
Article
QOZs, Tax Incentives and Potential Tailwinds
Following the Tax Cuts and Job Acts of 2017, more than 8,700 Qualified Opportunity Zones across the US were identified and designated.
Advisor InsightsBlog
Article
Bond & Equity Markets Appear to Have Divergent Views on the Impact of Infla…
Both equity and bond markets have divergent expectations for the ongoing impact on inflation, holding opposing views on the prospect of forward returns.
BlogAdvisor Insights
Article
Hedge Fund Quarterly Digest 1Q22
The first quarter of the new year saw broad declines across risk assets with stocks and bonds ending the period lower.
Hedge Funds
Article
The Potential Opportunity in Market Volatility
Entering an interest rate tightening cycle with high inflation and stock market valuations, reassess client portfolios and prepare them for the road ahead.
BlogAdvisor Insights
Article
Potential Alternative Income through Collateralized Loan Obligations
Collateralized Loan Obligations have the potential to provide investors with greater yields and a hedge against inflation through floating rate structures.
BlogAlternative Investments
Article
Seeking to Diversify Systematic Risk with Global Macro
Global macro hedge funds may provide a diversification benefit to offset volatility and the lasting impacts of global uncertainty.
BlogHedge Funds
