Institutions
Public Markets
$358bn
Global
U.S
EAFE/Japan
Emerging Markets - China
Quantitative
Thematic
Custom Direct Investing
Global Investment Grade
Global Non-Investment Grade
Emerging Markets Debt
Municipals
Multi-Sector
Currency
Multi-Manager Hedge Funds
Long/Short
Event Driven
Global Macro
Risk Premia
Options
Public Real Assets
Commodities
Diversified Real Assets
Global REITs
U.S. REITs
Private Markets
$150bn
Primaries
Co-Investments
Secondaries
Specialty Strategies
Private Debt
Capital Solutions
Special Situations
Residential Loans
Specialty Finance
Private Placement
European Private Loans
Hedge Fund Co-Investments
Insurance-Linked Strategies
Late Stage Pre-IPO
SPACs
Private Real Assets
Private Real Estate - Almanac
Real Estate Solutions
Real Estate Primaries & Co-Investments
Infrastructure
Rates Relief or Slowdown Uncertainty?
- Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
Treading Carefully Downhill
- Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
Comparing Evergreen and Traditional Fund Returns
- As the landscape of private equity investing continues to evolve, evergreen funds have emerged as a compelling alternative to traditional funds.