Best Quarter for ODCE Ever; REITs Are Mixed

Munir Iman analyzes the performance of real estate in 3Q21.

Mixed Results for Hedge Funds as Volatility Returned to Markets

Joe McGuane explains how hedge funds and MACs navigated the volatile market environment in 3Q21.

Is 2% Growth Good or Bad?

Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.

Callan Survey Finds Nearly 50% of Respondents Incorporate ESG, Highest Level Ever

Tom Shingler provides key takeaways from the Callan 2021 ESG Survey.

Small Gains in U.S. Equities and Fixed Income, but Losses Globally

Kristin Bradbury analyzes U.S. and global equity and fixed income activity in 3Q21.

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.

Seeking Yield in All the Right Places

Our Global Manager Research group explains how investment-grade private placements can help insurance investors meet their return goals without disproportionately adding risk.

The Role of Real Estate and Infrastructure Debt in a Portfolio

Jan Mende and Munir Iman discuss real estate and infrastructure debt and their potential roles in institutional portfolios.

Strong Quarter for Real Estate, Both Public and Private

Munir Iman discusses private real estate and REIT activity during 2Q21.

Second Verse, Same as the First for Private Equity

Gary Robertson analyzes fundraising, investments, exits, and returns for all private equity categories for 2Q21 amid markets affected by COVID-19.