Alternative investments
Outsourced CIO (OCIO)
Our investment solutions and OCIO services are designed to help you address risk and governance concerns, invest sustainably and diversify with alternatives.
While the US Federal Reserve System has managed to bring inflation down to more reasonable levels, there is still a risk of aggressive monetary policy leading to an economic slowdown in addition to unpredictable risks such as geopolitical or inflationary shock events.
Nevertheless, a notable change has occurred in markets that should be welcome to healthcare system allocators — higher interest rates. We believe healthcare systems can benefit from the rise in multiple ways, and this has the potential to improve investment portfolio outcomes given higher expected returns for fixed income.
Our new report explores six themes that we believe healthcare system allocators should focus on in 2024: