Replied Jan 06
We're still trying to figure out what a post-COVID world looks like. What's clear is that all the trends that we were seeing pre-COVID have accelerated. That certainly works out well for most digit... Show more
There are talks of a low-return environment in the next 5-10 years. How is your institution positioning itself with respect to that outlook?
We agree that returns in the next 10 years are unlikely to match the returns experienced over the past 10 years. With interest rates at record low levels, we do not believe traditional fixed-income... Show more
Replied May 12
An interesting observation from the U.S. large-cap universe is that matching the S&P 500 index in performance placed a U.S. manager in the top decile of the universe on a rolling three-year bas... Show more
LPs agree that the next 10 years will continue to be a low-return environment. What value-add strategies are LPs implementing in the next decade?
Replied Apr 03
We are considering over the next decade increasing our allocation to emerging markets, specifically China. Allocating to these emerging markets will provide opportunities for incremental returns in... Show more