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Where has all the diversification gone?

In this research note, we discuss what happens when many traditional sources of portfolio diversification fail, and how liquid alternative funds may offer a compelling case for diversifying exposure.

COVID-19 and the impact on the U.S. economy

In this note, we attempt to measure the impact of specific industry shutdowns and outline uncertainties around knock-on effects on consumer spending, business investment and the efficacy of stimulus.

Safe haven sell-off highlights need for non-correlated asset classes

How safe are “safe havens”? Our chart compares the trajectories of gold and 10-year Treasuries alongside equities’ rapid descent.

Quantifying COVID-19: Impact on U.S. CRE

Which property types are most exposed?

Volatility is unrelenting, even as Fed accelerates easing

What to watch as economic data starts catching up to COVID-19 headlines

Impact of oil market dynamics

Crude prices tumbled as a supply shock hit an oil market already pressured by COVID-19.
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