Insights & research
Our investment team publishes rigorous analysis on fixed income, multi-asset allocation, and alternative strategies — drawing on two decades of institutional experience.
Featured insight
NewOak Research examines the opportunity to bridge Indian technology, U.S. capital, and global growth through India Growth Strategies. Many promising Indian technology companies do not have a technology problem — they have a globalization, capital-access, and institutionalization problem.
The opportunity to bridge Indian technology, U.S. capital, and global growth — identifying post-revenue, high-grow.S. and international capital markets.th technology companies that have established commercial traction but have not yet fully accessed U
Volatility in EM debt markets has created selective entry points for long-horizon allocators. We assess sovereign credit quality, currency dynamics, and the structural case for selective EM exposure.
With funding ratios near multi-decade highs, many corporate plans are reassessing their glide paths. We outline a practical LDI framework for plans navigating the transition from growth to liability-matching portfolios.
Private credit has grown from a niche allocation to a core alternative for many institutional investors. This paper examines optimal sizing, manager selection criteria, and the liquidity considerations that define successful allocations.
Traditional diversification assumptions have been challenged by the return of positive stock-bond correlation. We examine how multi-asset portfolios can be repositioned to maintain resilience across macro regimes.
Infrastructure debt offers institutional investors a compelling combination of long duration, inflation linkage, and yield premium over comparable public credit. We examine the structural case and practical implementation.
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The views expressed in these publications are those of India Growth Strategies' investment team and are provided for informational purposes only. They do not constitute investment advice or an offer to buy or sell any security. Past performance is not indicative of future results.
