Should Investors Be Worried About the Private Real Assets Fundraising Frenzy?
Investors navigating the robust fundraising environment should be selective when making commitments in 2019.
March 2019
Should Investors Fear $100 Oil?
Although crude oil prices above $100 a barrel will pinch consumer pockets, investor anxiety on this topic is both premature and exaggerated.
October 2018
Infrastructure Debt: Understanding the Opportunity
With underlying assets that provide essential services, infrastructure debt can play a key role in institutional investor portfolios. The asset class offers the possibility of delivering attractive returns, matching long-term liabilities, and diversifying traditional business cycle-sensitive investment holdings. Within infrastructure debt, private debt has been of particular institutional interest, as it offers increased return potential in […]
September 2018
Thoughts on the “Retail Apocalypse”
Retail is changing and some companies face challenges, but this theme has probably been overhyped, and implications for investors are limited. The retailing industry is experiencing significant change and traditional business models have been disrupted. The growth of e-commerce has dovetailed with ongoing store closures by some high profile retailers, leading to press reports about […]
April 2018
Is it Time to Sell Energy MLPs?
We don’t think so. Investors with allocations to energy MLPs (master limited partnerships) may want to maintain existing allocations, despite their recent poor performance and the proposed regulatory changes impacting interstate pipelines.
March 2018
Is There Still a Case for Including Traditional Private Energy Managers in Portfolios?
Yes. Although investors do need to be mindful of the long-term transition occurring in energy markets, we don’t believe that mindfulness should preclude new investments in top-quality traditional private energy managers.
October 2017
Private Energy: Deserving a Place
The potential for strong performance and use as a diversifier give private energy investments merit as part of portfolios.
September 2017
Do Real Estate Lending Funds Deserve a Place in Investor Portfolios?
Commercial real estate lending funds represent an opportunity for investors worried about real estate valuations to move up the capital stack yet still earn an attractive return.
September 2017