Alternatives

Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

by Alexander Chaloff
There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments?

Alternatives, Wealth Planning


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Can Alternative Investments Provide a Boost for Nonprofits?

Can Alternative Investments Provide a Boost for Nonprofits?

by Clare Golla
Over the last decade, investment policies reflected asset allocation rules written at a time when stock returns were strong, and volatility and inflation were unusually low. But geopolitical uncertainty and rising inflation can cause markets to become more volatile. And that means the asset allocations that worked well during the last decade probably won’t produce the same results in the next one.

Alternatives, Asset Allocation, Endowments & Foundations


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Sizing an Alternatives Allocation Starts with Spending
Don’t Fear Illiquidity (Embrace It!)

Don’t Fear Illiquidity (Embrace It!)

by Alexander Chaloff
Illiquid alternatives are investments that are not easily traded or exchanged and where investors do not have access to their capital for years. In fact, some alternatives hold investors’ capital for as long as a decade. That’s one of the reasons some investors shy away from them. The long lock-up worries investors, especially when the markets turn down. But is that fear justified? In a word: No. Illiquidity should not be feared—for three reasons.

Alternatives, Asset Allocation


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The Staying Power of Commercial Real Estate

The Staying Power of Commercial Real Estate

by Greg Young
The US is approaching the longest economic recovery in history, and some investors are worried that a slowdown is on the horizon and the commercial real estate cycle is nearing an end. We agree that an economic slowdown will happen at some point, but think that it matters less for long-term investors in private commercial real estate.

Alternatives, Real Estate


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US Housing Reform and the Future of CRTs
A Framework for Allocating to Illiquid Investments
Enhancing Your Investment Portfolio with Private Equity
2018 Lessons Learned: Tenets of Investing Ring True, Time and Again
Is the US Housing Market Headed for a Correction?
Why the US Government Should Guarantee Your Mortgages
Will Tax Reform Derail CRTs? Don’t Bet on It
Positive Developments for Hedge Funds
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