Find insights from NCPERS members originally published in our quarterly educational journal. Find out how to submit articles here.
This article highlights how a manager with investment expertise across both AUMs and securitized credit markets can deliver a comprehensive Asset-Based Finance solution, enhancing manager alpha, increasing diversification and portfolio Continue Reading
The maturation of private credit is shaping opportunities in this dynamic, multifaceted asset class. This article discusses the benefits of private credit in portfolios. Continue Reading
By: Emma Norchet, T. Rowe Price Investment Management, Inc. This is an excerpt from NCPERS Fall 2025 issue of PERSist. More firms are remaining private for longer as doing so enables them to focus on long-term growth initiatives free from some of the burdens public companies face. In fact, the... Continue Reading
Maritime finance offers lenders a distinctive combination of downside protection, liquidity and high cash flow. Structuring senior secured loans as sole debt providers can allow investors to manage risk and capture attractive returns. Continue Reading
This article discusses the current state of the commercial real estate market and why the reset pricing that has occurred over the past couple of years could present an opportunity to generate outsized returns in future years on relevant investments. Continue Reading
Several forces—tariffs that weigh on U.S. household income, shifts in fiscal and economic policy abroad, and evolving macroeconomic conditions—could compress growth differentials between the United States, Europe, Japan, and China. Continue Reading
We believe ongoing macroeconomic and geopolitical uncertainty is driving significant changes in investor sentiment — particularly in the United States, where performance patterns that once seemed unbreakable are being called into question. Continue Reading
BlackRock's Client Solutions Group analyzed data from over 145 U.S. public pension plans, uncovering key trends in funding, asset allocation and risk, which offers a forward-looking perspective for plan sponsors. Continue Reading
This piece discusses investment opportunities within the sports, media, and entertainment industry, providing an overview of the growing global sports market and, in particular, the compelling, athlete-centric opportunity set available to investors. Continue Reading
Diversification is supposed to be the only free lunch, but when historical relationships—like the traditionally inverse one between bond and stock prices—breakdown, public pensions must look at what else is on the menu. Continue Reading
By: Anders Persson, Nuveen The traditional boundaries between public and private lending are rapidly dissolving, creating unprecedented opportunities for investors. The future of credit investing won't be about choosing between public and private markets, but about combining them strategically to... Continue Reading
Artificial intelligence (AI) offers tremendous potential to enhance business operations, drive efficiencies and unlock new opportunities. This article discusses why choosing the right vendor for your organization is a critical decision that requires careful consideration. Continue Reading
