Content (4)
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White papers
The new 60:40 portfolio
Investors are witnessing a democratization and diversification of the private markets asset class similar to the way Exchange Traded Funds (ETFs) changed stock investing in the early nineties. Demand for private market solutions has risen sharply, with investment managers and investors alike struggling to work through the hurdles to get private capital into the asset class.
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White papers
Mirror image: Will this year prove to be the opposite of 2023 for China equities?
Reflections on the many reasons behind our more buoyant outlook on Chinese stocks this year
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White papers
Taking action! Join us on our journey through sustainable investing in private markets
”There is an extreme shortage of sustainable assets and the supply-demand differential will only grow in the future.”
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White papers
The fight against inflation enters extra time
Despite closing in on their inflation targets, US and European central bankers appear hesitant to cut rates. Jonathan Gregory explores the differing drivers behind this, as well as the overall implications for bond markets.