Our new edition of Quarterly ideas Exchange (“QiX”) includes: a look at the commercial real estate sector, an exploration of alternative credit, a global study on the pension fund industry… and more!
01
Bank failures, high-profile property defaults, and the acknowledgement work-from-home arrangements aren’t transitory continue to rock the U.S. commercial real estate sector. What does this mean for investors?
02
We explore the potential for stability of returns through high income and low duration in a recent paper.
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All our thoughts on DC in one place.
04
2023 saw the largest assets fall in 20 years among the world’s top pension funds. The Thinking Ahead Institute teams up with Pensions & Investments on their annual analysis of trends across the pension industry.