Viewpoints about Diversification
-
Why Canadian real estate now?
In times of uncertainty across much of the world, an allocation to Canadian real estate may provide a safe harbor in the storm. With a history of attractive risk-adjusted returns¹ in its commercial property markets, we believe Canada’s robust capital markets and strong economic fundamentals will continue to create opportunities for real estate investors.
Read more
-
Private equity secondaries are meeting the moment
Calling all liquidity providers: carpe diem. Private equity secondaries now represent a buying opportunity that hasn’t been seen in nearly a generation.
Read more
-
4 reasons GP-led secondaries are here to stay
Were GP-led secondaries a function of a buoyant economy and abnormally low interest rates or do they represent a true private market innovation that will survive the downturn and continue to play a role in the future?
Read more
-
GP-led secondaries and continuation vehicles: myths and realities
Continuation vehicles—instruments for implementing GP-led secondaries—remain a misunderstood market innovation, and we address some of the most prevailing myths.
Read more
-
Real assets: don’t let current conditions undermine your long-term success
Making asset allocation changes during a market downturn isn’t necessarily an easy feat. When it comes to allocating to private real assets, we believe there are three main reasons why investors shouldn’t wait: diversification, capital protection, and what we call unsung tailwinds.
Read more
-
What are private markets?
Private markets allow buyers and sellers to trade assets through direct negotiation rather than through an intermediary, such as a public securities exchange.
Read more
-
Can investing in Canadian commercial real estate help smooth volatility in your portfolio?
In this article, we look at the potential benefits the asset class can offer investors in today’s inflationary environment.
Read more
-
Five timeless principles for investing success
While investing in volatile times can sometimes challenge your discipline and commitment, there are timeless principles to include in your investment strategy that can help ease your mind and keep you focused on the long term.
Read more
-
Why invest in real assets?
Institutional investors have long valued diversified real assets to help build portfolio resilience. Now, ever-growing numbers of investors are also looking at real assets to aid their path to net zero.
Read more
-
Opportunities you’ve only heard of through the grapevine: private assets
What are real assets and what can they offer? Allocating to any type of private real asset may enhance a portfolio’s yield profile while reducing its price volatility relative to mainstream assets.
Read more