Tariffs: Analysis and investment implications
The announced tariffs were much larger than expected. Where can investors find a respite from trade disruption?
Tariffs: Four essential investor questions answered
In this research note, we address four essential questions on tariffs for investors, representing our latest insights into the situation. We run through the stated goals of tariff policy, possible economic effects and the investment impact for various asset classes.
Real estate: Valuations still a cause for pause
Transaction volume remains well below even pre-COVID levels, suggesting a lingering bid/ask spread.
Private wealth in private markets
Private wealth comprises 15% of global alternatives AUM but will drive 26% of growth in the next decade.
Private equity: Finding the exit ramp
PE exits appear poised to accelerate as interest rates and economic growth align.
Private credit outlook
Senior direct lending has returned 12.5% over the past year, among the top periods in the market’s history.