19/01/2026 Portfolio Strategy Strategic Integration of Private Assets into Multi-Asset Allocations This study presents a practical framework for sizing private asset allocations and planning capital commitments from the perspective of a Multi-Asset...
5/08/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2021 Explore the asset class returns forecasts for Q3 2021, analyzing the impacts of COVID and inflation on market trends and performance expectations to guide...
17/05/2021 Retirement Pension Funds Letter 11 - Unexpected opportunities for pensi... In the wake of the Covid-19 pandemic, a lot of discussion has focused on the worsening of the retirement prospects of savers around the world. Indeed,...
7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
6/04/2021 Real & Alternative Assets Allocating to real and alternative assets: a framework for i... Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure...
12/03/2021 Capital Market Assumptions Asset Classes Views: Climbing the hill Medium to long-term scenarios and return forecasts
30/10/2020 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2020 Since our last update, monetary authorities have taken the task of maintaining the ultra-low rates in the near future and have reinforced it by projecting...