Alternatives

Cautious – Patient – Selective: A New Mindset for a Shifting Risk and Low Expected Return Environment

Published by: Janus Henderson Investors

Debates abound on what to make of financial markets’ recent behavior. We assess the fundamentally driven changes and outline several levers of active management that investors can pull to help close the return gap.

China’s Local Equity Market: ‘…How and Where and Who’

Published by: Aberdeen Standard Investments

Why should you care about A-shares? How do you invest? Is investing worth the risks? Our latest thought leadership paper, China’s Local Equity Market: ‘…How and Where and When’ seeks to answer these questions.

Don’t Judge a Private Equity Fund By Its Number

Published by: Barings

Amid a crowded fundraising landscape, first-time GPs are often overlooked as LPs make larger commitments to fewer, established names. But emerging managers are challenging the status quo by typically delivering higher returns to investors—with women and diverse managers often topping the list.

European private debt in 2018 and the year ahead

Published by: M&G Investments

In this European private debt review of 2018 and outlook for 2019, we explore the key trends emerging in each of the private debt sectors and what will be important to navigate the ever-changing market through 2019.

Indexing Risk Parity Strategies

Published by: S&P Dow Jones Indices

Risk parity strategies embody diversification—across time and asset classes. However, because there are so many ways to implement these strategies, it can be difficult to define an appropriate benchmark. Discover one transparent, investable solution.

The Technology Frontier - Investment Implications of Disruptive Change

Published by: PGIM

We are living in an era of unprecedented technological change. As such, we believe the implications for investors will be profound. PGIM's latest megatrend research examines how technology is unleashing disruption beyond Silicon Valley and transforming investment opportunities across industries, asset classes and geographies.

European real estate debt: protection across market cycles

Published by: M&G Investments

At M&G, where we typically originate the majority of our real estate loans directly with borrowers, our underwriting process enables us to include tailored covenant packages that provide downside protection for our investors.

Gold Investor: February 2019

Published by: World Gold Council

Ken Rogoff on gold in a cashless society and more

Capital Market Assumptions: Methodology Update

Published by: Invesco

Invesco's Capital Market Assumptions are designed to direct the construction of multi-asset portfolios and keep investors informed about the markets. Invesco’s Global Solutions team provides forecasted returns for equities, fixed income and alternatives over a 10-year and five-year time horizon.

Direct Loan Origination: A Superior Alternative in Lower Middle Market Credit

Published by: PennantPark

The most common question investors ask us today is whether credit investments are producing attractive risk adjusted returns at this stage of the cycle. In this paper, we discuss why the best opportunities for yield today likely exist in directly originated private credit opportunities in the lower middle market.

Introducing the S&P Risk Parity Indices

Published by: S&P Dow Jones Indices

Risk parity strategies embody diversification—across time and asset classes. However, because there are so many ways to implement these strategies, it can be difficult to define an appropriate benchmark. Discover one transparent, investable solution.

Investing in today’s Commercial Real Estate market: It’s all about that basis

Published by: Schroders

Today, the US Commercial Real Estate (CRE) market is characterized as a market with high property valuations. With this challenge in mind, we believe there are attractive opportunities to lend in areas of the US CRE market, where capital provision is inefficient.

Why Health Care Stocks May Hold Opportunities for Equity Investors

Published by: State Street Global Advisors

After falling behind technology in earnings growth since December 2016, health care has seen improvements in all segments in Q2 2018.

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