April 14, 2021 An Early Spring For Cryptoassets by Christopher Brigham, Paul Robertson, Matthew D. Palazzolo The recent surge in cryptoassets has been unmissable. But the fundamental progress in the past few years is even more important. How can investors think about the impact of crypto on their portfolios? Alternatives, Currency, Disruption, Tech & Innovation Likes 0 SHARE Bookmarks
March 02, 2021 It’s Finally Time to Deal with That Cash by Aaron Bates, Stacie Jacobsen, Matthew D. Palazzolo Investing large sums can be intimidating. But deferring the decision won’t make it go away. We’ve pulled together our best advice for investors who are finally ready to deal with their cash. Alternatives, Business Owners, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
February 24, 2021 Cold Cash: How to Redeploy in Hot Markets by Matthew D. Palazzolo Investors have parked record piles of cash on the sidelines amid concerns about market levels and volatility. But short-term safety comes at a price. Alternatives, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
January 29, 2021 Should You Give SPACs a Shot? by Wrug Ved SPACs comprised nearly 50% of 2020’s IPO volume and show no signs of stopping. But are they right for you? Alternatives, Athletes & Entertainers, Business Owners, Capital Markets Outlook, Women & Wealth Likes 0 SHARE Bookmarks
August 03, 2020 Knock Out Portfolio Volatility with Illiquid Alternatives by Alexander Chaloff Some investors take market gyrations in stride, but those counting on investments to support annual spending often throw in the towel. How can you duck public markets’ extreme moves? Put illiquid alternatives in your corner. Alternatives Likes 0 SHARE Bookmarks
May 11, 2020 Shock and Awe in Private Markets by Alexander Chaloff Following the Global Financial Crisis, private investments delivered equity-like performance with differentiated returns that resulted in lower volatility. But the end of the longest public market bull market in history is forcing private investors to confront a new beast—a market downturn. Will the principles of private market diversification hold? Alternatives, Coronavirus Likes 0 SHARE Bookmarks
April 21, 2020 A Riskier World Has Investors Revisiting Hedge Funds by Brian Briskin, Michael Heneghan, Wrug Ved As the global pandemic unfolded, daily equity market gyrations became the norm, unsettling many investors. With risk suddenly back in the equation, how should you combat volatility? (Re)consider hedge funds. Alternatives, Coronavirus, Volatility Likes 0 SHARE Bookmarks
March 23, 2020 As Crisis Hits, Private Equity Stands Ready by Alexander Chaloff The COVID-19 driven market sell-off has made the cash on hand at PE firms that much more valuable. What seemed like a problem just weeks ago, is a blessing today. Alternatives, Coronavirus, Equities Likes 0 SHARE Bookmarks
March 16, 2020 PE Mythbusters: Since When Is Having Too Much Cash a Bad Thing? by Alexander Chaloff There are trillions of dollars of dry powder standing ready to be put to work by private equity. With this much cash needing to be invested by funds eager to generate returns and associated fees, some fear it’s a crowded trade and may cause them to chase bad deals. We disagree. Alternatives Likes 0 SHARE Bookmarks
January 08, 2020 2019: An Unexpected Year by Beata Kirr, Alexander Chaloff 2019 was a year of the unexpected. What are the top five lessons learned? Alternatives, Brexit, Equities Likes 0 SHARE Bookmarks
December 10, 2019 Is Investing in Gold Worth Its Weight? by Vinod Chathlani Few assets have as much polarized debate and disagreement on their role as an investment than gold. “Gold bugs” tout its reliability as a store of value, while skeptics view gold as a “barbarous relic” whose value is driven primarily by sentiment and occasional mania. Alternatives, Asset Allocation, Economics, Inflation Likes 0 SHARE Bookmarks
November 14, 2019 Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage by Alexander Chaloff There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments? Alternatives, Wealth Planning Likes 0 SHARE Bookmarks
October 09, 2019 Can Alternative Investments Provide a Boost for Nonprofits? by Clare Golla Over the last decade, investment policies reflected asset allocation rules written at a time when stock returns were strong, and volatility and inflation were unusually low. But geopolitical uncertainty and rising inflation can cause markets to become more volatile. And that means the asset allocations that worked well during the last decade probably won’t produce the same results in the next one. Alternatives, Asset Allocation, Endowments & Foundations Likes 0 SHARE Bookmarks