This content is from: Portfolio Two Big Australian Funds Are Following Their Peers Into the Affordable Housing Market Partnerships to provide cheap housing — while making real estate-level returns — are all the rage among allocators. By Alicia McElhaney July 25, 2022
This content is from: Portfolio Here’s the Public Pension Anti-Herding Portfolio With trillions in assets, pensions should exploit their ability to become the “lowest cost producer of investment returns on the planet,” says Richard Ennis. By Julie Segal June 22, 2022
This content is from: Opinion This Is What It Really Takes for a Manager to Be Excellent Investment excellence means doing everything possible to provide clients with the best result — even if that means returning their capital. By Angelo Calvello July 05, 2022
This content is from: Portfolio Private Equity Is Likely to ‘Disappoint.’ Here’s Why Other Private Assets Won’t. Long-term returns are attractive for private debt and real estate, but only mediocre for private equity investments, according to AllianceBernstein. By Hannah Zhang August 10, 2022
This content is from: Portfolio The Best Private Equity Returns Come After a Recession “Past lessons have taught PE investors the value of waiting out the storm,” according to Bain Consulting’s Hugh MacArthur and Brenda Rainey. By Hannah Zhang July 18, 2022
This content is from: Portfolio Howard Marks: I Don’t Even Trust My Own Opinion About the Short Term “You can’t hope to earn above-average returns if you don’t place active bets, but if your active bets are wrong, your returns will be below average,” wrote the Oaktree Capital co-chairman. By Jessica Hamlin July 26, 2022
