Hedge Funds Thrive amid Surging Recovery

Jim McKee assesses hedge fund and MAC performance in 2Q21 and analyzes the outlook for these asset classes.

… And We’re Back! The Rebound of the U.S. Economy

Jay Kloepfer assesses the current state of the U.S. economy.

GPs Take ‘Credit’ for Higher IRRs

Our Alternatives Consulting Group explains subscription credit facilities and how they impact private markets returns.

Three Potential Paths to a China A-Shares Allocation

We discuss three paths to implementing a China A-shares allocation.

Gains for Just About Every Asset Class in 2Q21

Kristin Bradbury assesses how U.S. and global stock, fixed income, and real assets markets performed in 2Q21.

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.

Putting Values into Action: A Practical Guide for Institutional Investors

Lauren Mathias and Brad Penter discuss how investors can incorporate racial equity into their investment programs.

A JOLT of Inflation from the Labor Market?

The Capital Markets Research group discusses recent changes to the labor market and what impact they may have on inflation.

Tips on TIPS

Kristin Bradbury explains TIPS and their potential role in investment portfolios.

The Technology Revolution Catches Up to Commercial Real Estate

Bernie Bazile explains “proptech” and what institutional investors need to know about it.