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.
Learn how bond portfolio construction can help uncover alpha sources.
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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