MACROECONOMIC UPDATES In this third-quarter global macroeconomic update, we highlight several factors impacting current global markets, including tightening financial conditions and monetary policy, as well as housing market risk.
MACROECONOMIC UPDATES In this second-quarter global macroeconomic update, we highlight several factors impacting current global markets, including tightening financial conditions and monetary policy, as well as labor market resilience.
MACROECONOMIC UPDATES In this first-quarter global macroeconomic update, we contend that three primary forces could lead to a period of low growth and high uncertainty marked by long-term inflation expectations.
2022 GLOBAL MACROECONOMIC OUTLOOK In this mid-year follow-up to our annual macroeconomic analysis, we analyze current economic trends, including inflation and stagflation trends, and provide an update on the market.
2022 GLOBAL MACROECONOMIC OUTLOOK Developed with Oxford Economics, this report makes the case that a rapidly changing global private market landscape places a strong emphasis on minimizing investment risk and…
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS To fully harvest value from private markets we believe strategic asset allocation and active portfolio management are crucial. At Ben, we call this framework…
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS What role does foreign exchange risk play in minimizing overall investment risk when considering geographic diversification of a private equity portfolio?
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS What role does foreign exchange risk play in minimizing overall investment risk when considering geographic diversification of a private equity portfolio?
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS We consider the current global macroeconomic environment of high valuations in order to develop private market baseline and bear forecasts.
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS We consider private equity diversification over the next five years across key global regions to develop baseline forecasts for GDP and inflation.
GEOGRAPHIC DIVERSIFICATION IN PRIVATE EQUITY MARKETS We make the case that a rapidly changing global private market landscape places a strong emphasis on minimizing investment risk and diversifying portfolios.