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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.
Read the articleThought leadership
26 posts
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
Potential Investment Implications of Russia’s Invasion of Ukraine
Read our in-depth analysis of the potential investment implications from the Russian invasion of Ukraine as viewed by asset managers on the CAIS platform.
Blog
Article
Hedge Funds in Periods of Market Drawdowns
Dig deeper into how hedge funds have performed versus the global equity markets since the turn of the century.
Hedge FundsBlog
Article
Double Duty, Direct Lending in a Portfolio Context
Private debt, specifically, direct lending, makes up over 40% of the $1.2 trillion private debt market, and may be a powerful tool during inflationary times.
BlogPrivate Markets
Article
Alternative Options for a Rising Rate World
After January’s consumer price index reading was released, the market expectations saw the potential for a 50 basis point (bps) hike in March.
BlogHedge FundsPrivate Markets
Article
Is Bitcoin the Inflation Hedge of Tomorrow?
When investors discuss hedges to rising inflation, many bring up gold due to its historic return in the 1970s.
Digital AssetsBlog
Article
The IPO Market Cools As Investors Reprice Future Growth Prospects
Read why we will see more investors researching ways they can access private market instruments to replace the once valued and coveted IPO marketplace.
Private MarketsBlog
Article
Mezzanine: Seeking The Best of Both Worlds
Mezzanine, as its name implies, sits in between senior debt and equity in the capital structure.
Private MarketsBlog
Article
Music Royalties Are King in the Search for Yield
Investors are looking to music as a source of yield, as artists seek to monetize catalogues and streaming on-demand exceeds 2.7 trillion downloads globally.
Private MarketsBlog
Article
As we emerge from the pandemic, we do so in a higher volatility environment which we expect to be punctuated with more frequent and higher spikes in volatility.
Hedge FundsStructured SolutionsBlog
Article
Reimagining the 60/40 Portfolio – An Alternative Outlook
With returns expected to moderate in the future, learn how alternatives may enhance return and diversify the risk of more traditional 60/40 portfolios.
Hedge FundsPrivate MarketsBlog
Article
The Fed announced recently that they remain patient on raising rates but will begin reducing the pandemic era bond purchases starting this month
Blog
Article
Provisions Impacting Alternatives in IRAs Dropped From the Build Back Bette…
An update on the elements of President Biden’s draft Build Back Better bill that could impact investors.
Hedge FundsPrivate MarketsBlog
Article
Shifting Inflationary Expectations
Nic Millikan discusses inflation, market volatility, and what we’re hearing from financial advisors on how they’re considering the current environment.
Hedge FundsPrivate MarketsBlog
Article
Income Alternatives in a Zero Interest Rate World
Hedge FundsPrivate MarketsStructured SolutionsDigital AssetsBlog
Article
The Diversifying Potential of Private Equity Vintage Funds
Hedge FundsPrivate MarketsBlog
