The Private Road to Real Investor Impact
Is ESG investing actually about impact? If not, then how can investors create a strategy to have a measurable one? The answer lies in private investments.
Lower expected stock returns: A positive or negative for alternatives?
Do higher valuations among public equities foreshadow a period of lower S&P500 returns? And, if so, do these same conditions apply to the private markets, or are we entering another cycle for private vs. public outperformance?
Anatomy of a Private Equity “Win”
How are private equity returns actually achieved? What drives success? This article examines one path to a "win" for investors.
Updating the 60/40 Portfolio for New Realities
Re-allocating the 60/40 portfolio to address the low interest rate environment.
The Appeal of Unconventional Strategies: Extended Stay Hospitality
Extended stay hotels have proven to be a comparatively resilient segment of the hospitality industry. But despite their generally higher profitability, they remain a misunderstood sector that is only now starting to attract institutional investor attention.
