Private Credit Interest Still High Despite Illiquidity Premium Close to Zero
Catherine Beard analyzes the performance of private credit in 2Q22 and explains what is happening with its illiquidity premium.
Recession—Are We There Yet?
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
The Fading Unicorn: How Volatility, Inflation, and Rate Hikes Impact Venture Capital
Ashley Kahn explains the impact of rising inflation, interest rate hikes, and market volatility on venture capital portfolios.
Bubbles Bursting Everywhere
Janet Becker-Wold explains how recent bubbles inflated and what their popping means for institutional investors.
Few Bright Spots as Markets Continue to Drop
Kristin Bradbury recaps how the global markets performed in 2Q22.
Global Challenges Mount
Kristin Bradbury analyzes the global economy in 2Q22.
Do Active Core Plus Fixed Income Managers Add Value With Sector Rotation?
Kevin Machiz examines the added value of active core plus fixed income managers vs. a DIY portfolio.
Alignment of Interests: Best Practices to Make Sure Investors and Their Managers Are in Sync
Jan Mende discusses how institutional investors can make sure their interests are aligned with their private markets investment managers.
Investing in Data Centers: The Real Assets of the Digital Age
Lauren Sertich provides a summary of her recent paper on investing in data centers.
Rising Interest Rates Spur Look at Structured Credit
Our Global Manager Research group explains the potential appeal of structured credit in a rising rate environment.