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Public Market Weakness & Venture Valuations
As public markets experience continued weakness and ongoing geopolitical tensions, advisors ask what this may mean for private and venture capital markets.
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Thought leadership
Article
Tradition Meets Innovation: The 60/40 Portfolio and Low Beta Hedge Funds
2022 has delivered investors increased volatility, rate hikes, and a growing lack of confidence in the forward-looking growth of the public market place.
Hedge FundsAdvisor Insights
Article
“Are We There Yet?” Where is the Bottom for Bonds?
Current bonds performance is beyond the general experience of many investors causing some to ask, “Are we there yet? Have bond prices reached the bottom?”
BlogAdvisor Insights
Article
What are Contingent Yield Notes?
A structured note is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.
Structured Solutions
Article
QOZs, Tax Incentives and Potential Tailwinds
Following the Tax Cuts and Job Acts of 2017, more than 8,700 Qualified Opportunity Zones across the US were identified and designated.
Advisor InsightsBlog
Article
Bond & Equity Markets Appear to Have Divergent Views on the Impact of Infla…
Both equity and bond markets have divergent expectations for the ongoing impact on inflation, holding opposing views on the prospect of forward returns.
BlogAdvisor Insights
Article
Hedge Fund Quarterly Digest 1Q22
The first quarter of the new year saw broad declines across risk assets with stocks and bonds ending the period lower.
Hedge Funds
Article
The Potential Opportunity in Market Volatility
Entering an interest rate tightening cycle with high inflation and stock market valuations, reassess client portfolios and prepare them for the road ahead.
BlogAdvisor Insights
Article
Potential Alternative Income through Collateralized Loan Obligations
Collateralized Loan Obligations have the potential to provide investors with greater yields and a hedge against inflation through floating rate structures.
BlogAlternative Investments
Article
Seeking to Diversify Systematic Risk with Global Macro
Global macro hedge funds may provide a diversification benefit to offset volatility and the lasting impacts of global uncertainty.
BlogHedge Funds
Article
What are Growth Focused Structured Notes?
Structured notes provide exposure across a broad array of asset classes.
BlogStructured Solutions
CXO | Podcast
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S2E9. The Art and Science of Financial Well-being Ft. Brian Portnoy of Shap…
Podcast
Video
S2E8. From the Slopes to Secondaries Ft. Scott Conners of Flowstone Partner…
Podcast
Video
S2E7. Apollo Global Management. Inflation, Interest Rates and a Divergent M…
Podcast
Video
S2E6. Envestnet. Reporting on Investment News Inspires Career Change Ft. Da…
Podcast
Video
S2E5. CAIS. From Napkin to Unicorn Ft. Matt Brown
Podcast
Video
S2E4. CAIA Association. CAIS, CAIA, and a shared vision for the future of a…
Podcast
Video
S2E3. Lux Capital. On Rebels and Scientists: A Venture Capitalist’s Perspec…
Podcast
Video
S2E2. Generation GameStop: Meme Stonks, NFTs & the Retail Investor ft. Ben …
Podcast
Video
S2E1. Yieldstreet. Alts for All Streets Ft. Milind Mehere
Podcast
Video
S1E14: Galaxy Digital. Ready, set, crypto: the fast-moving world of digital…
Podcast
In CAIS You Missed It
Video
WealthManagement.com Fast Chat Interview with Marc Premselaar
Structured SolutionsPodcast
Video
CAIS in Common: A Celebration of Women's History Month
Video
CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partne…
Video
Executive Investment Roundtable ft. Cameron Dawson (Fieldpoint), Shannon Sa…
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Guide to Alternatives, Q2 2021 – ft. JPM
Hedge FundsPrivate Markets
Video
Hedge FundsPrivate MarketsStructured Solutions
Video
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Private Equity in a Post-Pandemic World – ft. Harbourvest | ICG
Alternative InvestmentsPrivate Markets
Video
Crypto's Consolidation: What the Future Holds for Crypto Assets - ft. Galax…
Digital Assets
Alts in Action
Video
Alts in Action: Joanna Reiss, Apollo
Private Markets
Video
Alts in Action: Neal Wilson, EJF Capital LLC
Hedge Funds
Video
Alts in Action: Shannon Saccocia, Boston Private
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Alts in Action: TJ Durkin, Angelo Gordon
Hedge Funds
Video
Alts in Action: Steve Glickman, Develop Advisors
Private Markets
Video
Alts in Action: Anna Mason, Revolution
Private Markets
Video
Alts in Action: Milind Mehere, Yieldstreet
Hedge FundsPrivate MarketsStructured SolutionsDigital Assets
Video
Coindesk: Galaxy Digital CEO Mike Novogratz 'Crypto Revolution is here'
Digital Assets
From Founder & CEO
Video
A Discussion With Reverence Capital Partners About Their Recent Investment …
Video
Focus Taps CAIS to Create Customized Alternative Investment Platform
Podcast
Article
Raising the Alts Game with Customized Access
Read how our collaboration with Focus brings the CAIS platform capabilities to even more advisors and their clients.
Video
Matt Brown & Jenny Johnson in Conversation
Video
Video
In Conversation: Cara Williams and Matt Brown
Video
Mercer's Involvement in the RIA Landscape
Video
Mercer & The Power of the Independent Advisor
Advisor Insights
Join the CAIS Platform
Join the CAIS platform to access a menu of premier investment funds and products with independent due diligence provided by Mercer.