State of the Industry Series: Fund Selector Talk I-2025 - Alternative Assets Review in 2024 The private markets have shown gradual improvement amid a challenging economic backdrop. While managers have faced persistent headwinds, the year has also highlighted the resilience and adaptability of these asset classes. Private markest continue to offer portfolio diversification opportunities for each risk profile . I. Private Equity in 2024: A Year of Patience and Innovation Priv

Knowledge Base: Central Banks, Financial Inclusion, Monetary Policy, Digitalization The CBDC Series – Part 2 : Understanding Central Bank Digital Currencies For investors, understanding CBDCs is essential, as they are already influencing financial markets, from cryptocurrencies to government bonds. In this second article of our series on CBDCs, we will explore the basics of this monetary revolution and its impact on financial markets. Understanding CBDCs is crucial, as the

Knowledge Base: Central Banks, Financial Inclusion, Monetary Policy, Digitalization The CBDC Series – Part 1 : The Basics of CBDCs The global race to develop Central Bank Digital Currencies (CBDCs) is heating up. Over 130 countries and currency unions, representing 98% of global GDP, are actively exploring CBDCs. However, in some countries, the topic has become highly politicized, with prominent figures voicing opposition to its development. As the future of money takes sha

Asset Allocator Talks Series Act 1 - Crypto Investing for Institutional Portfolios: The Content Welcome to our comprehensive series in which we unravel the intricacies of the cryptocurrency market. This guide is designed to demystify the integration of digital currencies into portfolio construction. It provides the essential knowledge and insights needed to confidently navigate the ever-changing and dynamic landscape of this market. This crypto investing odyssey will deal w

Asset Allocation Strategy Review: Private Debt Series 1: Real Estate Investing As investment professionals seek to navigate an increasingly complex and volatile market landscape, the allure of real estate debt becomes ever more prominent. It stands as a testament to the sophisticated investor's toolkit, providing a structured approach to earning stable returns while mitigating risk. The real estate debt market is burgeoning, with investor interest surging, especially in the

Asset Allocation Strategy Review: Private Debt Series 1: Real Estate Investing In the face of growing economic uncertainty, accentuated by the aftershocks of the COVID-19 pandemic, real estate debt has emerged as a sanctuary, blending the reliability of fixed income with the substance of real assets. It promises not just a shield against volatility but also a compelling return potential, positioning it as a strategic portfolio allocation. Traditionally, the domain of banks,