What are the investment implications of low yields on private credit?
Is there too much money chasing too few deals in infrastructure investing?
Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.
Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.
As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.
Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.