The latest insights into private equity, infrastructure, and more…
Are hedge funds still delivering on their expectations? How can allocators spot the right opportunities among infrastructure projects? What are the forces transforming the private equity landscape? These are some of the questions which the papers below try to answer.
Institutional investors expect a lot when it comes to infrastructure investments. Will this alternative asset class deliver on investors' expectations?
This paper argues that a renewables fund could sit within an investor’s growth allocation or long-term enhanced income allocation.
For compliance reasons, this paper is only accessible in the United States and Canada
Today real estate investors are balancing volatile capital markets and higher rates with relatively stable market fundamentals.
The private infrastructure asset class appears to be more sensitive to inflation when compared to private real estate and global public equities.
Using a long-term dataset, this paper looks at the curious phenomenon behind the decline of hedge fund performance over the years.
The HFRI Composite index has had only one negative year since 1990, when the index fell a measly 1.45% in 2002.
Attracted by the glamour and potential for lottery-like returns, global private equity (PE) assets under management reached $4.2 trillion in 2022.
For private equity, the higher-for-longer scenario means increased return dispersion among managers, while private debt continues to benefit from higher rates.