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Macro Trends

PCE and CPI: What’s the Difference?

Fanglue Zhou
2 min 51 sec
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Operations

Target Date Funds and the Ever-Evolving Glidepath

Dario Buechi
2 min 7 sec
Dario Buechi analyzes how target date fund glidepaths have changed over the last decade in response to low expected returns and high inflation.
Macro Trends

Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now

Jay Kloepfer
8 min 4 sec
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
Private Markets

Private Real Estate Strong; REITs Lag Equities

Munir Iman
2 min 16 sec
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
Private Markets

Tough Environment Leads to Losses for Hedge Fund Managers

Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund and MAC performance in 2Q22.
Private Markets

Private Equity Shows Persistence Amid Volatile Markets

Gary Robertson
2 min 30 sec
Gary Robertson provides an analysis of private equity activity in 2Q22, from fundraising to exits to returns.
Private Markets

Private Credit Interest Still High Despite Illiquidity Premium Close to Zero

Catherine Beard
1 min 21 sec
Catherine Beard analyzes the performance of private credit in 2Q22 and explains what is happening with its illiquidity premium.
Macro Trends

Recession—Are We There Yet?

Jay Kloepfer
3 min 54 sec
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.

Defined benefit

Macro Trends

PCE and CPI: What’s the Difference?

Fanglue Zhou
2 min 51 sec
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Macro Trends

Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now

Jay Kloepfer
8 min 4 sec
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
Private Markets

Private Real Estate Strong; REITs Lag Equities

Munir Iman
2 min 16 sec
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
Private Markets

Tough Environment Leads to Losses for Hedge Fund Managers

Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund and MAC performance in 2Q22.
Private Markets

Private Equity Shows Persistence Amid Volatile Markets

Gary Robertson
2 min 30 sec
Gary Robertson provides an analysis of private equity activity in 2Q22, from fundraising to exits to returns.
Private Markets

Private Credit Interest Still High Despite Illiquidity Premium Close to Zero

Catherine Beard
1 min 21 sec
Catherine Beard analyzes the performance of private credit in 2Q22 and explains what is happening with its illiquidity premium.
Macro Trends

Recession—Are We There Yet?

Jay Kloepfer
3 min 54 sec
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
Private Markets

The Fading Unicorn: How Volatility, Inflation, and Rate Hikes Impact Venture Capital

Ashley Kahn
10 min 6 sec
Ashley Kahn explains the impact of rising inflation, interest rate hikes, and market volatility on venture capital portfolios.

Defined contribution

Macro Trends

PCE and CPI: What’s the Difference?

Fanglue Zhou
2 min 51 sec
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Operations

Target Date Funds and the Ever-Evolving Glidepath

Dario Buechi
2 min 7 sec
Dario Buechi analyzes how target date fund glidepaths have changed over the last decade in response to low expected returns and high inflation.
Macro Trends

Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now

Jay Kloepfer
8 min 4 sec
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
Private Markets

Private Real Estate Strong; REITs Lag Equities

Munir Iman
2 min 16 sec
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
Macro Trends

Recession—Are We There Yet?

Jay Kloepfer
3 min 54 sec
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
Macro Trends

Bubbles Bursting Everywhere

Janet Becker-Wold
3 min 34 sec
Janet Becker-Wold explains how recent bubbles inflated and what their popping means for institutional investors.
Public Markets

Few Bright Spots as Markets Continue to Drop

Kristin Bradbury
3 min 2 sec
Kristin Bradbury recaps how the global markets performed in 2Q22.
Macro Trends

Global Challenges Mount

Kristin Bradbury
5 min 37 sec
Kristin Bradbury analyzes the global economy in 2Q22.

Nonprofit

Macro Trends

PCE and CPI: What’s the Difference?

Fanglue Zhou
2 min 51 sec
Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.
Macro Trends

Changing Horses Midstream: Why We Released Preliminary 2023 CMAs Now

Jay Kloepfer
8 min 4 sec
Jay Kloepfer explains why we released the preliminary 2023-2032 Capital Markets Assumptions.
Private Markets

Private Real Estate Strong; REITs Lag Equities

Munir Iman
2 min 16 sec
Private real estate performed well in 2Q22 while REITs lagged equities. Real assets saw widespread drops.
Private Markets

Tough Environment Leads to Losses for Hedge Fund Managers

Joe McGuane
5 min 20 sec
Joe McGuane analyzes hedge fund and MAC performance in 2Q22.
Private Markets

Private Equity Shows Persistence Amid Volatile Markets

Gary Robertson
2 min 30 sec
Gary Robertson provides an analysis of private equity activity in 2Q22, from fundraising to exits to returns.
Private Markets

Private Credit Interest Still High Despite Illiquidity Premium Close to Zero

Catherine Beard
1 min 21 sec
Catherine Beard analyzes the performance of private credit in 2Q22 and explains what is happening with its illiquidity premium.
Macro Trends

Recession—Are We There Yet?

Jay Kloepfer
3 min 54 sec
Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.
Private Markets

The Fading Unicorn: How Volatility, Inflation, and Rate Hikes Impact Venture Capital

Ashley Kahn
10 min 6 sec
Ashley Kahn explains the impact of rising inflation, interest rate hikes, and market volatility on venture capital portfolios.

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