Meketa Investment Group

Will interest rates will return to pre-pandemic levels or remain elevated going forward? Embedded in this debate of higher or lower interest rates is the concept of the neutral rate of interest. In this paper, we define the neutral interest rate, the ways it’s measured, and then focus on current estimates, drivers, and the implications for monetary policy, fiscal policy, and institutional portfolios. Read more: https://lnkd.in/etECx7yf Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

In a recent PERE article, Meketa’s Colin Hill comments on how macro factors impacted real estate investments this year, touching on redemption requests, valuations and more. Read more: https://lnkd.in/e_X9dDTg Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #PrivateEquity

We look forward to hosting a roundtable discussion as part of our upcoming Public and Private Markets Emerging & Diverse Manager Research Day taking place on October 30. During the roundtable, members of Meketa’s team will share their experiences and strategies for supporting emerging and diverse managers. Topics will include the criteria investors often consider when evaluating emerging mangers, what makes managers stand out during the due diligence process, and more. Register here: https://lnkd.in/e5HVNiiP Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #EmergingManagers #DiversityandInclusion

Looking forward to Meketa’s Laura Wirick, CFA, CAIA speaking at next week’s Markets Group Southwest Institutional Forum, where she will serve as interviewer for a conversation on portfolio construction. Learn more about the event here: https://lnkd.in/dSkPK3hh Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Join us on Thursday for our Q3 Market Review and Current Market Conditions webcast. Richard O'Neill, Chair of Meketa’s Global Macroeconomic Investment Committee, will sit down with David Kostin, Chief U.S. Equity Strategist at Goldman Sachs, to discuss the latest market trends, economic shifts, and key themes to watch as we head into the year's final quarter. Register here: https://lnkd.in/eTRyP3dV Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting Richard O.

In a recent Buyouts article, Meketa’s Tad Fergusson comments on the challenges private equity GPs face when exiting large deals. Read more: https://lnkd.in/egQ6NCFV Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #PrivateEquity

While real assets can serve many purposes within an investor’s portfolio, two primary reasons behind adding a real assets allocation are diversification benefits and inflation protection. In this white paper, we examine the investment characteristics of real assets, how investors can access the asset class, and more. Read more: https://lnkd.in/eaq-VWZd Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #RealAssets

Looking forward to Meketa’s Sarah Bernstein speaking at this week’s MSCI Inc. Institutional Investor Forum. Sarah will participate on a panel focused on investing in the energy transition. Learn more about the event here: https://lnkd.in/eiQMCDtv Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Don’t miss Meketa’s Ryan Lobdell, CFA, CAIA speaking at next week’s ALTSSEA conference hosted by Markets Group. Ryan will serve as a panelist for the session, Investing in Emerging Managers in the New Era of Specialized Alternatives. Learn more: https://lnkd.in/ej8wcGQW Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

In a recent Private Equity International article, Meketa’s Steven Hartt comments on how investors can evaluate the sources of distributions to paid-in capital (DPI) generated by GP’s, and how this research impacts due diligence processes when evaluating managers. Read more: https://lnkd.in/exBaq3dG Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting #PrivateEquity