Thought leadership

43 posts

Article

Is it time to modernize the 60/40 portfolio?

We explore potential lessons about the 60/40 portfolio and discuss how expanded access to alternatives may support advisors’ strategic asset allocations.

Advisor InsightsAlternative Investments

Article

Shifting Tradeoffs in Direct Lending

We explore how certain factors related to direct lending and other credit strategies may play out in today’s challenging market environment.

Advisor InsightsAlternative Investments

Article

Performance Dispersion in Alternative Asset Classes

We analyze performance dispersion within alternative asset classes and through various market environments to better understand the role of manager selection.

Alternative InvestmentsAdvisor Insights

Article

The Evolution of the Private Equity Secondary Market

The secondaries market has grown as investors seek more certainty. Can the return drivers that precipitated the growth of the secondaries market persist?

Alternative InvestmentsThought LeadershipAdvisor Insights

Article

Recession and Resilience: Looking to Leading Indicators

As recession risks rise, opportunities in alternative investments may protect portfolios and take advantage of potentially worsening economic conditions.

Hedge FundsPrivate MarketsStructured SolutionsAdvisor Insights

Article

Expanding the (Alternative) Universe

Given the historically poor start to the year, it may be time for investors to expand their investment universe and learn more about alternative investments.

BlogAlternative Investments

Article

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.

BlogAdvisor Insights

Article

What are Contingent Yield Notes?

A structured solution is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.

Structured Solutions

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