2024 Alternatives Investment Outlook

Opportunities in private credit, private equity, and real estate are increasingly compelling to institutional investors.

Learn what risks we’re watching and where we see strong alpha potential in the year ahead.

2024 Private Funds Outlook: Bright Spots Amid the Headwinds

We seek private equity strategies that can both mitigate financing challenges and offer novel ways to generate alpha – and we believe the middle-market segment may be attractive to investors now.

2024 Private Credit Direct Lending Outlook: Three Key Factors Investors Need to Watch

We expect divergence among private credit lenders in 2024 as less-benign conditions expose underperformers, evidenced by higher defaults, losses, and payments in kind – yet we believe the lower middle market will continue to provide compelling risk-adjusted return potential.

Countdown to the Buyer’s Market in European Commercial Real Estate

The recent slowdown in European commercial real estate transactions may be a last stand, with embattled property owners set to unleash a wave of product that is finally priced to sell. Here’s what we expect in 2024.