Primer on Mortgage Income

In this research piece we provide an introduction to mortgage income and the strategic role that this exposure might play in portfolios. We start with a top-level overview of where the asset class fits within the spectrum of private real estate and debt. Then, we walk through the history of the asset class, the range… More

May 2022

2022 Real Assets Outlook

For the first time in decades, high inflation has emerged and is creating challenges for consumers and investors. We believe inflation will likely begin falling later in 2022, though notable inflationary and deflationary forces are in play, and it is difficult to gauge which of these forces will have greater impacts. While inflation remains the… More

May 2022