More of our insights
Asymmetric returns: Managing downside for greater upside
With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.
Recent market volatility just the beginning?
Volatility spiked this week as macro questions came to the fore. If history is any guide, volatility could remain elevated as the election heats up.
Playbook for the great lending evolution
Cyclical and secular forces are challenging the traditional banking sector. We explore the changing lending landscape and its implications for markets and investors as private alternatives fill the void as banks retreat.
A challenged 60/40 highlights the need for alts
The 60/40 may have thrived in the past, but today, alternative investments appear better-positioned across these four key metrics.
Cash left behind amid rapid market rotation?
Money market fund AUM is rising, even as yields decline, setting up an environment where investors could be subject to significant opportunity cost.
U.S. middle market optimism outshines the world
This week’s chart examines the case for U.S. middle market firms, which expect a notably brighter future than their international peers.
