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New York Life InvestmentsPrivate Markets
GMS Weekly Macro Pulse
New York Life's Global Market Strategy Team reviews three market-moving developments: a U.S.-Iran interim agreement easing oil supply tail risk, a hawkish Fed hold at 3.50 - 3.75% with markets pricing an October hike, an…
18 Jun 2026
Guggenheim InvestmentsPrivate Markets
The Advantages of Investing in Infrastructure and Other Real Assets - Guggenheim Investments
Guggenheim Investments outlines the investment case for infrastructure and real assets, citing a multi-trillion-dollar funding gap driven by decades of underinvestment and secular megatrends including digitalization, dec…
17 Jun 2026
Principal Asset ManagementPrivate Markets
2026 Mid-year Inside Real Estate outlook | Principal Asset Management
Principal Asset Management's mid-year 2026 update on commercial real estate (CRE) argues that the global CRE recovery remains intact despite heightened geopolitical volatility, rising yields, and a narrowing economic mar…
17 Jun 2026
PerpetualPrivate Markets
Private credit: Where it fits - and what to watch
Perpetual Asset Management's Greg Stock and Michael Murphy outline their approach to private credit, emphasising capital preservation over return maximisation, avoidance of property developer lending, and the importance…
17 Jun 2026
PerpetualPrivate Markets
Building something that lasts - a family office case study
Perpetual Private presents a case study of a multi-generational Australian family business (Williams Batters) and how its owner, Bill Cook, uses Fordham's Family Office service to integrate business accounting, tax, supe…
17 Jun 2026
StepStone GroupPrivate Markets
RPM Ep. 60 | Venture’s shifting landscape: liquidity, selectivity, and secondaries - StepStone Group
StepStone Group's Stephen West and Anthony Giambrone discuss why selectivity has become the defining factor for venture success in the current environment, and how the secondary market has emerged as a compelling access…
16 Jun 2026
Fiera CapitalPrivate Markets
Q&A: Building Long-Term Value Through Global Timberland - Fiera Capital
Fiera Comox's Head of Natural Capital, Jeff Zweig, outlines the firm's Global Sustainable Timberland strategy, which targets a diversified portfolio of privately owned, softwood-dominant timberland assets in stable geogr…
16 Jun 2026
LaSalle Investment ManagementPrivate Markets
Reasons to consider adding Real Estate Debt to your portfolio - LaSalle Investment Management
LaSalle Investment Management outlines the key factors for institutional investors to consider when allocating to real estate debt (RED), framing it as a potential portfolio shelter during market downturns. The piece cov…
15 Jun 2026
Wellington ManagementPrivate Markets
CRE debt's role in an insurance portfolio | Wellington Singapore Intermediary
Wellington Management argues that transitional CRE debt is underutilized in insurance portfolios, which average only 2.8% in real estate versus 66.1% in fixed income, and that first-lien floating-rate CRE loans can offer…
15 Jun 2026
DWS GroupPrivate Markets
Europe Property Performance Monitor | DWS
DWS's June 2026 monitor reports that European private real estate delivered stable but moderate returns in early 2026, with performance driven primarily by rental income rather than capital appreciation. Sector dispersio…
15 Jun 2026
PIMCOPrivate Markets
How Large Is Private Credit’s Total Addressable Market, Really? | PIMCO
PIMCO's Lotfi Karoui argues that popular private credit TAM estimates are inflated by conflating outstanding loan stocks with substitutable flows, and that the concept is most rigorously applicable to asset-based finance…
15 Jun 2026
Apollo AcademyPrivate Markets
Private Credit Secondaries: A Differentiated Way to Access Private Markets
Apollo Academy examines private credit secondaries as a distinct access point to the $40 trillion private credit market, highlighting benefits such as exposure to seasoned portfolios, enhanced asset visibility, and poten…
12 Jun 2026
PIMCOPrivate Markets
Real Estate Outlook: Real Estate Reckoning | PIMCO
PIMCO's inaugural Global Real Estate Investment Forum outlook argues that rising rates, bank stress, and ~$2.4 trillion in maturing global real estate loans are triggering price declines not seen since the GFC, creating…
12 Jun 2026
LaSalle Investment ManagementPrivate Markets
PERE: US credit roundtable 2026 - Competitive pressures - LaSalle Investment Management
LaSalle Investment Management's Craig Oram and peers discuss how rising competition, tighter spreads, and elevated refinancing volumes are reshaping the US real estate credit market in 2026. The roundtable highlights the…
11 Jun 2026
BlackstonePrivate Markets
Hard Assets in a Changing World
Blackstone makes a bullish case for private real estate and infrastructure as complementary portfolio building blocks, citing structural megatrends - AI-driven data demand, supply chain reconfiguration, and rising power…
11 Jun 2026
UBS Asset ManagementPrivate Markets
Evolving for real estate 3.0 | UBS Global
UBS Asset Management's CIO of Real Estate, Larissa Belova, argues that the next real estate cycle will be fundamentals-driven rather than supported by cap rate compression, requiring investors to adopt granular asset sel…
11 Jun 2026
UBS Asset ManagementPrivate Markets
Private markets: The Red Thread - Alternatives | UBS Global
UBS Asset Management argues that persistent structural uncertainty - driven by geopolitical fragmentation, AI-related disruption, and evolving private credit dynamics - makes active, conviction-based allocation essential…
11 Jun 2026
UBS Asset ManagementPrivate Markets
Logistic and Transport | UBS Global
UBS Asset Management presents a structural investment case for UK multi-let industrial (MLI) real estate, highlighting a severely constrained development pipeline (under 1% of existing stock), diversified occupier demand…
11 Jun 2026
UBS Asset ManagementPrivate Markets
Asia Pacific real estate outlook - Edition June 2026 | UBS Global
UBS Asset Management assesses APAC real estate markets against a backdrop of an Iran-conflict-driven energy-price shock, rising interest rates, and IMF growth forecasts that remain positive but uncertain for 2026. Japan…
11 Jun 2026
Loomis SaylesPrivate Markets
Credit convergence: A framework for public-private income solutions
Loomis Sayles portfolio managers from the Full Discretion, Private Credit, and Structured Finance teams present a video-based framework examining the convergence of public and private credit markets. The piece outlines a…
10 Jun 2026
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