Private Assets

Highlight

Alternatives

11DEC 2019

Outlook 2020: Private equity

As headwinds build for traditional assets, we expect private equity to attract more new capital in 2020, but there are some pockets with high valuations where investors should be careful.

Fixed Income

04DEC 2019

2019

DECEMBER

03DEC 2019

Alternatives

Outlook 2020: US commercial real estate

US commercial real estate overall looks well supported for 2020, and identifying “winning cities” will be key to outperformance.

NOVEMBER

12NOV 2019

Alternatives

What will climate change mean for insurance-linked securities?

ILS has close ties to natural disasters but we believe climate change will have a limited impact on the asset class.

12NOV 2019

Private Assets

What will climate change mean for insurance-linked securities?

ILS has close ties to natural disasters but we believe climate change will have a limited impact on the asset class.

01NOV 2019

Alternatives

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

01NOV 2019

Private Assets

What is microfinance and why does it matter for investors?

Microfinance is a promising way to address global problems such as poverty, inequality and environmental damage. But what’s in it for investors?

OCTOBER

29OCT 2019

Fixed Income

Is the juice worth the liquidity squeeze? Why taking extra risk in CMBS may not pay off

Subordinated parts of the mortgage-backed securities (MBS) markets can look tempting. However, we think investors in subordinated classes may not understand the range of risks they take on when chasing higher yields.

15OCT 2019

Alternatives

Does private equity really cause jobs losses?

Private equity has a mercenary reputation for asset stripping and job cutting as a matter of course. We don’t think this shows the whole picture.