Investment Knowledge
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2024 Outlook: What’s Next After the “Fed Pivot”?
The “Fed pivot” in December to a dovish stance underscores the rapidly shifting outlook for both growth and inflation. Going…
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Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates
In an environment characterized by high inflation and interest rates, private infrastructure has displayed remarkable resilience. We believe long-term…
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Paying for Alpha but Getting Beta?
Benchmark constraints can create unintended concentration in fixed-income portfolios, hindering long-term alpha-generation potential. We believe relaxing benchmark restrictions can generate…
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Asset-Backed Finance: The Next Evolution of Private Credit
From residential mortgages to credit cards and student loans to planes, trains, automobiles, and more, asset-backed finance (ABF) is a…
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Mid-Year Outlook: Inflation to Keep Cost of Capital High until 2024
The US economic outlook has deteriorated compared to six months ago. Most people now believe that we’re in for…
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Clean Transition Investing: From Managing Risk to Unprecedented Opportunity
The world requires substantial investment in the transition to cleaner sources of energy. We view investment in…