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Is Now the Time to Invest in Real Assets?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. In a word, yes, albeit slowly and selectively. Since the US presidential election, the market appears to be pricing in renewed expectations of growth and inflation, both of which have the potential to positively impact real […]

February 2017

Are Private Equity Returns Doomed?

Answers to our clients’ questions about market action and the market environment in a few paragraphs every two weeks. No. You just need to know where to look. Given the low return environment, many investors are exploring private equity investing for the first time, attracted by data points such as the 10.7% ten-year return for […]

January 2017

The 15 Percent Frontier

With virtually limitless choices along the asset allocation spectrum, an allocation to private investments greater than 15% has served many investors well. Are you on the right track?

July 2016

Venture Capital Disrupts Itself: Breaking the Concentration Curse

The widely held belief that 90% of venture industry performance is generated by just the top ten firms is a catchy but unsupported claim that may lead investors to miss attractive opportunities with managers that can provide exposure to substantial value creation.

November 2015

Private Investments: Filling a Pension’s Return Void

Well-diligenced private investments in a skillfully constructed portfolio are important growth drivers that have helped pension funds deliver superior performance and increased the probability of meeting or exceeding long-term required returns.

October 2015

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