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!
Table of Contents
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01
Out of office: The status of the U.S. office property sector amid bank turmoil and remote work
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?
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02
Alternative credit, why now?
We explore the potential for stability of returns through high income and low duration in a recent paper.
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03
Insights and news about defined contribution (DC)
All our thoughts on DC in one place.
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04
Thinking Ahead Institute: Global top 300 pension funds
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.
