Market
Memos from Howard Marks: Nobody Knows (Yet Again)
The Road Ahead
Investing in Volatile Markets with Confidence
Alts Quarterly
Investors appear to have entered a new political and economic era marked by trends offering both uncertainty and opportunity. Navigating this new era underscores the importance of diversification, particularly through the use of alternatives, which can help mitigate risk, boost returns, and strengthen portfolios.
In the latest issue of our Alts Quarterly, we explore how alternatives could help insulate portfolios during periods of high market volatility – and why private equity, infrastructure, credit and real estate have historically outperformed traditional investments in markets like today’s environment.
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Demand for Power Is Driving Infrastructure Investment Opportunities
Demand for power has been relatively flat over the last decade, but that is changing dramatically. We are seeing a step-change in power demand across a range of sectors.
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Watch: Mark Carney's Economic Outlook
Leveraging his experience as the former Governor of the Bank of England and the Bank of Canada, Mark Carney discussed how government policies are diverging, due to short-term economic disparities and structural shifts like higher neutral rates and interventionist approaches such as reshoring and protectionism.
Taken together, these factors could lead to an unprecedented investment era as AI, net-zero initiatives, and fiscal policies drive growth and reshape economic dynamics for decades.
Taken together, these factors could lead to an unprecedented investment era as AI, net-zero initiatives, and fiscal policies drive growth and reshape economic dynamics for decades.