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Secondary Opportunities May Expand in the Wake of Market Turmoil
Thanks in part to recent instability in public markets, individual investors with capital to spare may also benefit from this evolving asset class.
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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
The Importance of Entry Point for Private Equity Vintage Performance
We explore whether entry points in different market environments have had a meaningful impact on the ultimate performance of private equity fund vintages.
Alternative InvestmentsPrivate MarketsAdvisor InsightsStructured Solutions
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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
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Rate Hikes May Accelerate as Inflation Defies the Fed: Potential Market Thr…
To understand if our high inflationary environment will sustain, we look to drivers of price growth with potentially longer term implications.
Private MarketsAdvisor InsightsStructured Solutions
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
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What are Protection-Focused[1] Structured Solutions?
A structured note is a debt obligation that combines a zero-coupon bond with an options package to create a single investment security.
BlogStructured Solutions
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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.
BlogAdvisor Insights
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 solution 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
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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
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What are Growth-Focused Structured Notes?
Structured notes provide exposure across a broad array of asset classes.
BlogStructured Solutions
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
