Traditional bonds have seen three months of negative returns. Our chart offers a cautionary outlook on bond returns in today’s rate environment.

Creating efficient access to private markets The evergreen label is broadly applied to funds that are perpetually offered and allow investors to purchase or redeem shares on a periodic basis — typically monthly or quarterly (Figure 1). Evergreen fund assets under management are estimated to be over $400 billion today.1 The emergence of evergreen funds over the last several...

Real estate lending remains conservative and the CMBS delinquency rate recently hit a post-crisis low.

As the equity premium has declined, stocks may not be compensating investors given today’s macro risks.

This week’s chart looks at family office CIOs’ plans to increase allocation to alts in 2024, specifically private credit and private equity.

This week’s chart looks at institution's growing interest in alts; they expect to grow allocations to real estate, private debt and private equity.

Tech stocks have had a topsy-turvy 2021. Our chart looks at their correlation with rates, highlighting the importance of flexibility.