Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
After three years of effective shutdown, travelers and shoppers are expected back in droves and investment is flowing in, and stimulating tourism brightens the outlook for the entire region.
For health care companies, the holy grail of compounding at high returns is underpinned by pricing power, barriers to entry and non-discretionary end market demand.
After the pandemic and Russia’s invasion of Ukraine, supply chain security became the new manufacturing mantra. Companies implemented, or at least discussed, strategies to reduce exposure to supply hiccups that brought about shortages ranging from semiconductors and car parts to food and medicine.
Hedge fund co-investments have an important role to play in client portfolios, explains AIP Hedge Fund Solutions Team Managing Director Jarrod Quigley.
Our Portfolio Solutions Group analyzes the key factors that impacted the "denominator effect" in 2022's market downturn
This paper introduces our proprietary Private Markets Asset Allocation Framework (PMAAF), designed to help investors think about how to allocate their dry powder across private markets and cycles.
