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While 2024 saw global asset prices reach record highs, family office investors may benefit from reassessing both their expectations and how their investable assets are positioned for the future. We explore the possibility of a shifting investment landscape and why the years ahead may present a more challenging backdrop for sustaining and growing we...

Amid evolving global dynamics, emerging market corporate debt offers ample and compelling investable opportunities. The diversity of the asset class gives investors a wide spectrum on which to effectuate their views and investment strategies. But investors should navigate with caution and take note of the five themes that will have a notable impact...

The year 2024 is now in the history books, marking three notable market highlights: a very good year for U.S., the AI gold rush broadening to other industries and sectors, and a surprisingly tough year for U.S. bonds. Looking ahead to what’s next in 2025, Chief Investment Officer Pete Chiappinelli of Ballentine Partners sees thirteen areas for inve...

Slowing population growth is a global phenomenon. From this research report, learn how to establish a framework by which to understand the dynamics between demographics and economics, along with the likely effect on economic growth and financial markets in the coming decades.

By assessing the impact of global warming and the transition to “net zero” on the economy, this paper focuses on three dimensions: the direct physical impact of higher temperatures, the effect of stricter environmental policies, and the boost from greater “green investment” to help mitigate and adapt to climate change. While the physical impact of ...

With the return of the Trump administration, observers expect meaningful changes in political direction and economic and tax policy, but specifics and timing are unknown. Given the degree of uncertainty, investors should remain diversified and focus on both risk and liquidity management. Within private equity, deals that emphasize operational impro...

Emerging markets (EMs) remain an efficient gateway to powerful secular themes, from technology-driven transformations to consumer growth stories. However, expectations of higher U.S. interest rates and a stronger dollar are likely to challenge EM currencies and investor sentiment in 2025, and the 2024 U.S. election introduced a new layer of uncerta...

The good fortune of high productivity growth and a surge in available labor has propelled the U.S. economy, while other economies have been less lucky. A key risk to the U.S. outlook is the potential waning of the positive supply-side factors, though expansionary fiscal policy may cushion any negative impact on growth as the era of sound money...

In a roundtable discussion, senior leaders of the NEPC Investment Research group share what each of them are seeing on the ground while meeting investment managers and allocating capital. Representing every major asset class, these leaders provide guidance on how to approach 2023 and the risks that they see on the horizon. For additional i...

There’s a strong investor appetite for companies operating in the Education Technology (“EdTech”) industry, a diverse and fragmented sector standing at the intersection of education and information technology. This report explores some of the key themes in the EdTech sector and takes a closer look at the growth drivers, M&A activity and valuati...

With an investment landscape marked by elevated inflation levels, economic growth risks and tight monetary policy, the U.S. economy is a fertile breeding ground for stagflation … with one key distinction: a strong labor market. Still, dangers persist when looking at other trends foreshadowing a challenging economic environment.

As the U.S. economy grapples with stagflation trends, there is inevitable talk of a potential recession. Despite the bearish narratives, a recession is avoidable.