Alternatives & Private Investments
Hedge funds, private equity, and real estate showed varied performance. Long-short equity and macro hedge funds performed well., Real estate trends varied by sector, with office continuing to struggle. Our analysis includes new deal and exit activities in private equity which continues to perform we
Actionable Investment Opportunities
Investment opportunities include adding duration to fixed-income holdings and exploring private equity and credit strategies. Our report highlights the potential for bond price appreciation and attractive returns from private credit, providing guidance on optimizing portfolio allocations in the curr
Capital Markets Executive Summary
Global equity markets gained 8.1% during the quarter, led by a 10.4% rise in US large-cap stocks. Despite strong initial performances, markets retreated by 5.1% in early April amid rising US inflation and geopolitical tensions. In fixed income, the Barclays US Aggregate Index saw a 0.8% decline in
Strategic Asset Allocation View (7-years)
Over a seven-year forecast, the focus shifts towards intermediate-duration Treasury notes and new private investment strategies due to evolving market conditions. With U.S. equities and government debt expected to generate mid-single-digit returns, we adjust our allocation strategy to capitalize on
