INSIGHTS

Insights

Insights from our investment professionals span a variety of topics and time horizons. Our Investment Landscape, published quarterly, reviews the global economy and capital markets with an intermediate to long-term perspective. Our Topics of Interest are white papers covering a variety of topics from a strategic standpoint. Viewpoints are more opinionated, editorial pieces on current issues or trends. And finally, our Annual Outlooks provide a strategic review of key asset classes, such as Real Assets, Hedge Funds and Private Equity, as well as the aggregate active management environment.

2014 Real Estate Outlook

Real Estate Outlook – Investors should maintain a strategic exposure to core real estate, which remains an attractive part of a total portfolio. Non-core real estate currently presents stronger opportunities for value-add, but these peripheral properties represent an implicit bet on the economy, since this space will be highly sensitive to economic trends.… More

March 2014

More Annual Outlooks