Market
Memos from Howard Marks: On Bubble Watch
The Road Ahead
Investing in a New Era
Watch: Mark Carney's Economic Outlook
Leveraging his experience as the former Governor of the Bank of England and the Bank of Canada, Mark Carney discussed how government policies are diverging, due to short-term economic disparities and structural shifts like higher neutral rates and interventionist approaches such as reshoring and protectionism.
Taken together, these factors could lead to an unprecedented investment era as AI, net-zero initiatives, and fiscal policies drive growth and reshape economic dynamics for decades.
Taken together, these factors could lead to an unprecedented investment era as AI, net-zero initiatives, and fiscal policies drive growth and reshape economic dynamics for decades.
Alts Quarterly
Investors appear to be entering a new political and economic era marked by trends offering both uncertainty and opportunity. Navigating this new era underscores the importance of diversification, particularly through the use of alternatives, which can help mitigate risk, boost returns and strengthen portfolios.
In the latest issue of our Alts Quarterly, we explore how trends in alternative investing reflect the transformations occurring in the global economy – and how investors can benefit from them.
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A Golden Age of Infrastructure Investment
While the macro, political and industry landscape will continue to shift over time—as it always has—we expect the global infrastructure supercycle to continue unabated. For investors, this trend will generate attractive opportunities to capitalize on over the long term, in our view.
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