Content (875)
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White papersReal Estate: Uncovering Value Amid Uncertainty
Five years after the COVID-19 pandemic sent tremors through the real estate (RE) industry, we believe evolving market dynamics are opening more opportunities for well positioned investors across the sector.
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White papersSatellites and Security: Public-Private Synergy in Space
The global space economy is experiencing rapid growth, driven by public-private partnerships that are lowering launch costs, accelerating innovation, and expanding applications across sectors. With continued investment and technological advancements, the industry is poised to reach one trillion dollars by 2030.
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White papersMiddle East Conflict: From Diplomacy to Disruption
U.S. strikes in Iran have escalated the conflict. What should investors watch for next?
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White papersForeign Demand for U.S. Treasuries: Facts vs. Fears
The data behind foreign demand for U.S. Treasuries challenges the “Sell America” narrative.
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White papersU.S. Policy Implicates Rebuilding Costs
Elevated tariffs and tighter immigration are a key focus for today’s insurance modelers.
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White papersNavigating Secondary Growth: Opportunities Beyond the Horizon
While secondaries have been one of the fastest growing segments of the private equity market for more than a decade, we expect that further demand for liquidity, along with renewed macroeconomic uncertainty and recent market volatility, will continue to create attractive opportunities for seasoned secondaries investors in the current environment.
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White papersWill the Current Economic Stalemate End in a Boom or a Bust?
U.S. consumers remain resilient, but business sentiment holds the key for the trajectory of future economic growth.
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White papersA 20,000-Foot Perspective: Fiscal Policy Takes the Lead
Recent volatility in traditionally “sleepy” Japanese bonds bears watching as fiscal policy becomes the chief policy lever globally; the country’s role as one of the world’s major creditors means that what happens there could have far-reaching impact.
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PodcastStop Guessing Tomorrow: Insights on Long/Short Strategies
Volatility and uncertainty are rewriting the rules of investing, challenging investors to think differently about managing risks and seizing opportunities. With heightened risks from rapidly evolving policies and concentrated market sectors, how can long/short strategies empower investors to navigate these dynamics? And what role does active management play in capturing opportunities and mitigating risks?
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White papersThe Consumer Hangs In
Amid changing policy dynamics, fluctuating markets and swings in sentiment, the U.S. consumer has, so far, remained surprisingly resilient.
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White papersWill Smart Glasses Replace Smart Phones?
AI-powered eyewear offers a glimpse into the (not-so-distant) future. Growth investors, take heed.
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White papersConfusing Correlations: What’s Really Behind Them?
In recent weeks we’ve witnessed extreme (and at times, puzzling) correlations among asset classes. In this paper, we break down the potentially misunderstood drivers of these strange dynamics and their implications for investors.
