Real assets: Megatrends revisited (Special Report, 2025)
This Special Report provides a detailed assessment of the impact of major megatrends on real assets. Major events…
Investment Process
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Fixed Income Allocations for 2025 and Beyond (Mawer IM)
Credit valuations appear elevated, global debt levels are high and rising quickly, and persistent fiscal…
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Direct Infrastructure Equity: Performance, Return Attribution, & Inflation Resilience (PGIM)
Institutional investors are allocating more capital and resources to unlisted infrastructure investments for their…
Income Returns of Infrastructure: Model Specification & Estimation (PGIM)
Institutional investors are increasingly considering unlisted infrastructure for its potential total returns,…
The Convergence of Public and Private Credit (PGIM)
In an ever-changing investment environment, few other asset classes capture the rapid pace of this evolution…
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Alpha chat, Euro infrastructure, and the U.S. dollar
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Most of you would have seen the "73 minutes" change of outlook from...