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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Global Perspectives
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Nov 02, 2014
Unlocking the World for Central and Eastern European Champions
Twenty five years after the fall of the Berlin Wall, the broader Central and Eastern Europe (CEE region) is once again a flashpoint of global geopo....
Sep 15, 2014
Investment Implications of an Asynchronous Global Recovery
Unlike past recoveries over the last 20 years, we see the current one as highly asynchronous. Central to our thesis, we believe, is a unique set of ma....
Jun 26, 2014
Midyear Outlook: Four Big Macro Trends at Work
Our updated asset allocation framework reflects the four big macro trends we currently see driving returns across the global capital markets. First, i....
May 20, 2014
The Way Forward: A New Economic Vision for America’s Infrastructure
Summary Disruptive market, demographic, fiscal, and environmental dynamics are fundamentally reshaping America’s economic landscape. In this new ....
May 19, 2014
Mexico: Different Investment Lens Required
Given both the breadth and depth of a new reform agenda, we think Mexico is approaching an inflection point that offers the opportunity to invest in b....
May 15, 2014
Alternative Capital’s Critical Role in Rebuilding Europe’s Economy for the Long Term
Summary The global financial crisis of 2008 dealt a significant economic blow to much of the Eurozone. A lasting consequence of the crisis is a pr....
