Investment Perspectives
Absolute Return Strategies
In this installment, we present our view that top decile hedge fund managers remain among the best available investments globally, without regard to the name “hedge fund.” We also look at how top managers continue to attract talent and capital, while underperforming managers contract, underscoring the importance of manager selection.
Read PostQuick Reads | July 2021
Absolute Return Strategies
In the first part of the series, we looked at how traditional assets are facing headwinds for future returns from factors such as near-record valuations, historically low interest rates and credit spreads, and elevated risks. In the second part of the series we observe that, despite these challenges for traditional investments, tailwinds exist that we believe can contribute to alpha within absolute return strategies.
Read PostQuick Reads | June 2021
Absolute Return Strategies
In the series, “The Case for Absolute Return Strategies” we discuss why we believe ARS investments are important components of a properly diversified portfolio. In this post, we look at indicators of how traditional asset markets are highly valued and future returns appear constrained.
Read PostQuick Reads | June 2021
Private Equity, Secondary Investments
We explore the growth and evolution of the secondary market, compare complex non-traditional transactions with traditional secondaries, and discuss the importance of a robust platform of manager relationships to access GP-led deals. Refreshed with 2020 data.
Read PostIn Brief | April 2021
Strategic Investments
Alternative investment asset class categories are effective for asset allocation purposes, but can block opportunities. We look at how investors with flexible mandates can access sources of return by pursuing opportunities that strict-mandate investors cannot.
Read PostIn Brief | March 2021
Private Equity
As institutional investors crowd into alternatives in search of returns and diversification, the search for alpha becomes more challenging. One idea that investors might consider: Maybe it’s not what you’re investing in, but who you’re investing with.
Read PostIn Brief | February 2021
Co-Investments, Infrastructure
Amid a boom in private infrastructure, investors are considering various approaches to access the asset class. We believe a well-curated portfolio of co-investment opportunities can deliver the broadest access and offer the greatest potential to meet investors’ return expectations.
Read PostIn Brief | December 2020
Infrastructure
The telecommunications sector represents a compelling infrastructure opportunity. Here, we highlight some market developments that are impacting digital infrastructure, explore positive characteristics of each subsector, and share insights from our pipeline of current opportunities.
Read PostIn Brief | October 2020
Absolute Return Strategies
We believe the current market environment supports the case for active management generally and prudent, less market-sensitive investment strategies implemented by hedged strategies. Here, we provide a brief overview of the year so far and explore where potential opportunities exist.
Read PostIn Sight | July 2020
Private Equity, SEDM
Many investors want to incorporate investments with diverse managers into their portfolios — but the implementation can present a variety of challenges. Our private equity diverse manager investment team outlines what it takes.
Read PostIn Brief | July 2020
Due Diligence
We explore some challenges and unforeseen benefits of performing remote due diligence, and discuss what we believe makes a well-resourced, sophisticated investor properly positioned to conduct due diligence in this environment.
Read PostIn Brief | July 2020
Strategic Investments
As market dislocations evolve, compelling opportunities have emerged across assets, including credit, equities, and sub-segments of the private capital markets. We share how a flexible, multi-asset class approach seeks to capitalize on current and future dislocations and deliver attractive risk-adjusted returns.
Read PostIn Brief | May 2020
Private Equity
As the COVID-19 pandemic continues to disrupt the global economy, many private equity general partners are approaching their limited partners with proposed amendments designed to provide funds with added flexibility to deploy capital. Here, we discuss these amendments and how best to evaluate them.
Read PostIn Brief | May 2020
Private Equity, Secondary Investments
The global COVID-19 pandemic has significantly affected the economy, financial markets and individuals around the world. During and following such market downturns, an increased number of LPs and GPs face pressure to raise liquidity at the same time that traditional avenues tend to freeze up. Here, we review what’s happening in the secondary marketplace in response to the crisis and highlight the compelling secondary opportunities.
Read PostIn Brief | April 2020
Infrastructure
Institutions seeking long-term yields may consider increasing their infrastructure allocation to capitalize on the strategy’s tailwinds — particularly those U.S. institutions who have committed less capital to the strategy compared to their non-U.S. peers.
Read PostIn Brief | December 2019
Private Equity
As the current market cycle matures, investors should look back at historical peaks – and ensuing fallouts – to better understand today’s private equity market. Here, we provide five considerations for creating a balanced private equity program for any market cycle.
Read PostIn Brief | November 2019
Co-Investments, Private Equity
In seeking opportunities in a growing market, private equity co-investors need broad access to deals, and selection of these deals can be a matter of both manager quality and individual deal potential. We explain why diligence on both fronts is imperative.
Read PostIn Brief | August 2019
Strategic Investments
Watch the video to learn more about how our Strategic Investments Group seeks to capitalize on compelling risk-adjusted return opportunities by leveraging the full power of our platform.
Read PostStrategy Highlight | August 2019
Credit
Despite a challenging fixed income environment, we see a wide range of investment opportunities in the non-traditional portion of the global credit markets. Here, we explore some of the attributes that can drive value in opportunistic credit and outline key investment themes that address the current headwinds for fixed income and credit investors.
Read PostIn Brief | April 2019
Infrastructure
Getting infrastructure deals across the finish line can be challenging. Three GCM Grosvenor experts with key stakeholder perspectives – labor, government and private capital – discuss how to gain the necessary buy-in for successful projects.
Read PostIn Brief | February 2019
Due Diligence
Two GCM Grosvenor professionals discuss the importance of performing operational due diligence (“ODD”) in seeking to mitigate uncompensated risks, highlighting key elements of an effective ODD program.
Read PostIn Brief | September 2018
Infrastructure
In assessing the global need for new or improved infrastructure, we believe there is a compelling opportunity for private investors with a long-term horizon.
Read PostIn Brief | May 2018
Strategic Investments
An increasing number of investors have begun to embrace a multi-asset approach to alternative investing; we discuss the benefits, differences and commonly asked questions of this approach.
Read PostIn Brief | November 2017
