Every Presidential election cycle, the actual election year begins with much trepidation about taking too definitive a stand too early ahead of the election results. Not knowing what the new administration will bring in policies and practices makes investors of all kinds wary
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No one needs reminding how 2022 was a rough year for investors and managers, but as we open the second half of 2023, there are lingering issues impacting the health of the overall financial landscape
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The Bureau of Labor & Statistics issued its latest update on 9/13 regarding the rising pace of inflation, with the 12-month period through August rate of 8.3% catching most investors and analysts by surprise, and not in a good way. 2022 inflation is at highs not seen by those born after 1989, and it feels a bit ominous on the investment horizon
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A new survey of global allocators and LPs found that roughly 20% have yet to make adjustments to their alternatives exposure and are likely to do so as inflation is expected to inch higher
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Ten years ago I took a look at the market environment in 2011 and made the case for why alternative managers should be excited to market their offerings to investors. A lot has happened in the world since then, so midway through 2021, I’d like to revisit those 10 reasons from 2011 and see how they stack up in today’s environment
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