Content (663)
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White papers
Stay Focused on Earnings
Should a sticky inflation release cause investors to revise their outlook for equities?
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White papers
Asset Allocation Committee Outlook 2Q 2024
“The economic outlook may have improved, but large parts of the credit and equity markets are already priced for a soft landing.”
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White papers
Cash Balances: Is It Time to Make Your Money Move?
Investors moved large amounts of assets into money market funds during 2023.
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White papers
PEI Keynote Interview: Private Markets in Japan Continue to Accelerate
In a keynote interview conducted by PEI, Jonathan Shofet and Yoshi Yagisawa discuss how active primary fund investing and increasing LP appetite for co-investments, secondaries, and direct lending are indicative of Japan’s maturing private market landscape.
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White papers
The Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papers
Family Offices 2024: Adjusting to Post-Inflation Markets
Optimizing Family Office portfolios for the road ahead.
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White papers
Broaden Your Investment Horizons
It may be time to look beyond the U.S. for equity market performance, especially if early signs of a cyclical economic recovery persist.
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White papers
Breadth and Balance
The economic outlook may have improved, but large parts of the credit and equity markets are fully valued.
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White papers
Fixed Income Investment Outlook 2Q 2024
Investors continue to wait for clear signals as to the timing and extent of interest rate cuts. After last year’s significant progress on prices, inflation remains elevated and slow in its path toward target levels. That said, although the timing remains uncertain, we believe that the Federal Reserve and European Central Bank will likely begin their downward journey sometime this year.
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Podcast
Make Your Money Move
Given the economic uncertainties that unfolded from the COVID-19 pandemic and lead to rising inflation rates, investors held onto cash as their main arsenal. However, with central banks signaling interest rate cuts, now might be the time to move cash off the sidelines.
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White papers
Equity Market Outlook 2Q 2024
Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets.
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White papers
Time for the Yen to Blossom?
Strong forces still weigh on Japan’s currency, but its long, cold winter may be coming to an end.