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Insights
October 15, 2020
Uncorrelated Through COVID
The rollercoaster ride of the COVID-19 market crisis presented the toughest challenge imaginable to the concept of “uncorrelated strategies”—did they live up to it?
Video
September 02, 2020
Market Conditions and Opportunities in Private Credit
(4:48) Matthew Bird, Managing Director for our Private Debt team, provides an update on how the Private Debt markets are managing through the COVID-19 crisis, how the team has been managing portfolios since March, and what investors could anticipate in the months ahead.
Insights
July 07, 2020
ESG in Private Markets: Investing for the Long Term
A glimpse into the future of ESG investing in the private markets.
Insights
May 13, 2020
The Historical Impact of Economic Downturns on Private Equity
An assessment of private equity return patterns in two recent significant downturns.
Portfolio Manager Update
May 01, 2020
Private Equity Perspectives “Moving from Defense to Offense”
(7:27) David Stonberg, Global Co-Head of Private Equity Co-Investments, provides an update on the private equity market and discusses deal activity in the Co-Investment space.
Portfolio Manager Update
April 28, 2020
Trends in Private Market Investing
(3:57) Sean Ward looks at the trends that are emerging across buyout managers and how this is impacting investor sentiment.
Portfolio Manager Update
April 24, 2020
Private Debt Through the Crisis
(3:44) Susan Kasser explores the themes that remain consistent in private debt portfolios through the crisis and those that will likely reassert themselves following the dislocation.
Portfolio Manager Update
April 22, 2020
The Pandemic’s Effect on the Retail Sector
(6:21) Sam Porat discusses the impact the current COVID-19 pandemic has had on the retail sector and how it has compared to previous downturns.
Portfolio Manager Update
April 22, 2020
Perspective on Private Credit
(4:22) Listen to David Lyon as he discusses the current dislocation in the credit markets and the types of investment opportunities that may emerge as a result.
Portfolio Manager Update
April 15, 2020
European Private Equity Insights
(7:05) Joana Rocha Scaff, Head of Europe Private Equity, delves into how European private equity firms are dealing with the crisis, best practices for investor communications and the importance of understanding the long and short term impact of the crisis.
White Paper
February 05, 2020
Mitigating Inflation Risk at Lower Opportunity Cost
Inflation-mitigating allocations can drag on returns when inflation is subdued: diversifying and tactical allocation can help.
Video
December 09, 2019
Froth Fears in the Credit Market
Susan Kasser, Co-Head of the Private Credit explains that amount of direct lending doesn't necessarily indicate "Froth" on “Bloomberg Money Undercover”
Video
November 20, 2019
Private Markets Will Continue to Disrupt Traditional Markets
In a recent interview on "Bloomberg Money Undercover," Tony Tutrone, Global Head of Alternatives at Neuberger Berman, discusses why he believes private equity is poised to outperform public markets even as buyout firms deal with high valuations and aggressive capital structures.
Insights
November 11, 2019
Solving for 2020: "Fiscal Dysfunction" Unmasked
The heads of our investment platforms identified the key themes they anticipate will guide investment decisions in 2020.
Insights
July 18, 2019
Ten for 2019—Midyear Update
The heads of our four investment platforms revisit the key themes they anticipated would guide investment decisions in 2019.
White Paper
January 31, 2019
Diversifying into Insurance Risk Premia
How Insurance Linked Securities can potentially improve the diversification in an institutional portfolio.
Insights
January 09, 2019
Solving for 2019: A Gentle Descent Back Into Balance
Our senior investment leaders look to the coming year in the global economy and markets.
Insights
October 19, 2018
Consider Your Options
Put option writing can be a way to cut portfolio volatility without taking interest-rate risk.
White Paper
September 19, 2018
How Risk Parity Can Cope with Rising Rates
It seems counterintuitive that risk parity can outperform when rates are rising—we explain why it is not.
Insights
May 15, 2018
Chasing Your Tail
Buying put options to hedge equity tail risk can be ineffective and expensive.
White Paper
November 18, 2016
Multi-Asset Income: Re-thinking Risk
Investors who need income face unprecedented challenges in the current low-yield environment.
White Paper
September 11, 2015
Beyond Beta
Alternative Risk Premia may offer a low-cost, transparent route to uncorrelated returns.