Attractive yields, inflation hedge, the potential to meaningfully mitigate downside risk – it’s no wonder that middle market direct lending continues to attract growing investor attention, offering a compelling opportunity to generate significant income in an otherwise yield-depressed environment. Invesco’s recent Strategy Insight explores the current opportunity set and key investment success drivers.

As competition for institutional assets becomes even fiercer, more hedge funds are refocusing on individual investors.  As hedge funds eye a return to the retail market, competitive pressures and institutional gatekeepers will steer the industry toward innovation and operational excellence.

Does higher leverage always imply higher risk? Not always – leverage can also be used to improve diversification and risk-adjusted returns, while minimizing the concentration in a portfolio.

Special situations don’t have to imply high risk. Exposures to “all-weather” opportunistic strategies can be a return enhancer within an alternatives allocation that offers both the income of private credit with equity-like returns.

Invesco's 2022 Capital Markets Assumptions (CMAs) shows the global economy outlook is shaping up to be a lot brighter. However, risks remain as pre-pandemic challenges begin to resurface. The 2022 CMAs cover our top findings for the year ahead as well as some key insights for asset owners in 2022.

When evaluating a company’s real estate portfolio and strategy, investors need to look closely at its performance history through previous cycles, its approach to risk management, and its emphasis on resiliency. Grubb Properties explains their essential housing strategy through the durability of resiliency-focused markets.

Andrew Edgell, Senior Managing Director & Global Head of Credit Investments, CPP Investments, offers insights on how one of the world’s largest pension funds unlocks the potential in middle-market private debt.

Allvue’s Benchmarking Private Asset Portfolios: Technology Is Critical as LPs Venture into New Markets details how a deeper understanding of portfolio performance through automated performance analytics and benchmarking can improve efficiency and lower costs for investors with complex, multi-asset portfolios.

Alternative and private markets often create significant operational complexity for investors, allocators and asset servicers alike. While headcount is shrinking, client needs are expanding and compliance burdens are increasing. It’s a difficult problem that only a blend of technology, innovation and expertise can solve.

When evaluating a company’s portfolio and strategy, investors need to look closely at its performance history through previous cycles, its approach to risk management, and its emphasis on resiliency. Grubb Properties explains their essential housing strategy through the durability of resiliency-focused markets.

Alternative investments were once a relatively small island in the investment industry, but investor demand for portfolio diversification and higher return potential are moving alternatives into the mainstream.

The U.S. faces a severe housing affordability crisis, particularly in moderately priced, urban,  rental housing, driven by demographic demand and supply constraint. Developing more Essential Housing is critical to addressing this crisis – and provides a resilient, risk-mitigated investment strategy. 

The private markets continue to play an active role in the development of the software sector. In this whitepaper, Vista Equity Partners explores the sector’s strong performance and the continuing opportunities for growth and investment.  

The venture capital market has evolved substantially over the past decade. Until recently largely viewed as a more nascent private markets asset class, VC is starting to reach maturation, with secondaries transactions being a strong driving force.

New research from SimCorp and Chartis exposes a widening gap between organizations that have access to real-time, accurate data across their portfolios – or One Investment Truth - and those who don’t have this holistic view.