Understanding Return Forecasts for Public DB Plans
John Pirone explains how to distinguish between actuarial discount rates and consultant return expectations.
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.
Watch What You Say: Employee Benefit Claims
Jana Steele explains how a new EBSA letter on informational calls with plan participants affects sponsors.
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.
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.