Ken Rogoff on gold in a cashless society and more
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.
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Is it time to declare that the world’s second largest economy and equity market is an asset class? We developed a framework based on comprehensive research that shows China is more than just an opportunity, it's a strategic investment category.
Gold can play a fundamental role in a portfolio. Our analysis shows that adding 2%, 5% or 10% in gold over the past decade to the average pension fund portfolio would have both increased returns and reduced volatility, resulting in higher risk-adjusted returns.
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