2022 Real Assets Market Overview: Into the Un-‘Known'
“It’s not what you don’t know that gets you in trouble. It’s what you ‘know’…that just ain’t so.” Though unconfirmed, this quote is often attributed to Mark Twain. Regardless of the source, there is a lot of wisdom in this old saying. We are weary of the unknown yet embrace what we feel as “known” without question.
2022 Real Assets Market Overview: Fundraising and Investment Highlights in Real Assets
Fundraising is like a box of…ice cream? Let’s talk ice cream! Given his druthers, my father would eat ice cream for three meals a day. I’m no different, although modern science and pesky things like lipid panels suggest this is ill advised. But I digress…
2022 Real Assets Market Overview: Energy Transition
The Electric Slide… A cringeworthy and usually regrettable experience mostly reserved for weddings. Although boogying on the dance floor may be a feature of the past (or should be for some of us), there’s no doubt that our future will be more electric as the energy transition gains steam.
2022 Real Assets Market Overview: Transportation Infrastructure
It certainly is an exciting time to be a private infrastructure investor. The skeptical among you might point out that roads, bridges, airports, ports and power plants have all been around for decades – or even centuries, in some cases, and may not feel particularly compelling to growth-minded equity investors.