Investment Knowledge
-
Flexibility Is Key: Why Invest Opportunistically in Private Credit
Capital markets have, in our view, entered a new regime of higher volatility that can create attractive opportunities for investors who add flexibility to private credit portfolios. An opportunistic approach…
-
What Does a “Higher for Longer” Rate Environment Mean for Credit Markets?
Recent comments from the US Federal Reserve chairman Jay Powell and stronger-than-expected economic data are bringing…
-
Building Resilience: Selecting the Right Assets for an Alternatives Portfolio
Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective. In this…
-
PE Secondaries: Evolving Landscape Can Expand Opportunities
Private-equity secondaries have developed into a core alternatives allocation for many investors. Led by the expanding opportunity in…
-
Mind the (Funding) Gap: Finding Opportunities in Real Estate Debt Amid Dislocation
Higher interest rates have pressured real estate prices, but fundamentals remain stable across most property types. In this white paper…
-
Adjusting Portfolio Allocations in Times of Market Uncertainty
With inflation still not fully tamed, stock valuations high, and bond spreads tight, what’s an investor seeking diversification to do? In his latest paper…