The Role of Private Alternatives in Hedging Inflation
Market Update from the Global Asset Allocation Team – September 2021
Global equity markets churned higher in August, even as investors contemplated the fast-spreading delta variant, signs of cooling global growth, accelerating inflation, and the path for monetary policy.
Market Update from the Global Asset Allocation Team – August 2021
Sentiment wavered somewhat in July as investors contemplated the global spread of the highly-transmissible delta variant and its implications for the reopening and the recovery.
The Appeal of UK Core Long-Income Commercial Real Estate Investing: An Attractive Alternative to Traditional Liability Matching
The UK investor has few choices to deliver income that can meet their long-term needs. Despite having less liquidity, private markets, and more specifically real estate, might be the best answer.
Global Asset Allocation Team Market Update – July 2021
Sentiment wavered somewhat in June, with growing optimism on the reopening and the recovery at odds with fears about the emergence of the highly-transmissible delta variant.
Core Commercial Real Estate Investing: Flattening the Depreciation Curve
The principles of core real estate investing are simple: lease your property, collect your rents, watch the rent grow over time and enjoy capital appreciation where market conditions permit. At the end of the lease term, be ready to refurbish the property and lease it up again.