Toughest Quarter Since GFC for Real Assets

Real asset returns were significantly challenged during the first quarter of 2020, March in particular, as almost the entire space (except gold and TIPS) experienced performance not seen since the Global Financial Crisis. The MLP space (Alerian MLP Index: -57%) and energy-related stocks (S&P 1200 Energy Index: -44%) were among the worst hit as Russia […]

A Primer on Interval Funds

Over the past several years, as managers have struggled to retain assets in active products and investors have flooded into all forms of alternatives, the investing industry has witnessed growing popularity in a structure that has actually been around for some time—the interval fund. A number of notable managers have recently launched interval fund products, […]