Bloomberg Barclays Pricing Time Change and What It Means for Institutional Investors

Asset owners, investment managers, and other parties may experience discrepancies in reporting point-in-time pricing or performance as a result.

Why the Yield Curve Is Really Curving

As prospects for growth have brightened, yields on longer maturity bonds have risen while short-term rates have been anchored by the Fed.

What Investors Need to Know About the Potential Eviction Crisis

Institutional investors should continue to closely monitor rent collections within their multifamily portfolios, as decreases in collections may indicate financial distress among tenants. Additionally, investors should engage with their real estate investment managers to understand how non-payment of rent is treated and how tenants could be displaced at properties within their portfolios.

Private Equity Goes on a Roller-Coaster Ride

A rough averaging across fundraising and private investment and exit volumes indicates a drop of only 20% for private equity activity in 2020 from 2019.

What You Need to Know About the Net Zero Asset Managers Initiative

Under the initiative, asset managers work with the companies they invest in to set targets to reach net zero emissions by 2050.

How the Pandemic Affected Private Credit, and What’s Next

Many private credit managers are well-poised to generate outsized returns as the dislocation extends into 2021.

Hotels, Retail Face Pandemic Headwinds; REITs Gain but Lag Equities

Hotels and Retail are the most challenged sectors while Office faces uncertainty; Industrial remains the best performer. REITs underperformed equities.

An Uneven Recovery and an Unreliable Narrator

The path to recovery in the U.S. and most developed economies will likely see the level of GDP regain its pre-pandemic peak in mid-2021.

Hedge Funds Vaccinated Against Risk

The vigorous but volatile market conditions fed by continuing central bank liquidity enabled healthy hedge fund profits from both alpha and beta.

Risky Business Update: Investors Face Additional Challenges amid Increased Uncertainty

An update to our original research on how much risk investors need to take to achieve targeted returns over time.