Articles
Market Insights - 4 min
Where Do We Go From Here? | Mid-Year Outlook 2025
As we and many other market commentators have observed, the world has fundamentally shifted since the pandemic. There are different ways to describe this change, but if it could be summed up in one word, that word would most likely be ‘uncertainty’, or in investing terms, ‘volatility’.
Aug 20, 2025
Education - 4 min
Women and Wealth: From Quiet Influence to Financial Leadership
Women are becoming increasingly visible in wealth creation, management, and investing. This isn’t a sudden shift; it’s the result of decades of quiet influence, evolving access, and growing confidence now meeting a more inclusive financial landscape.Globally, women already control one-third of investable wealth, a figure projected to reach 35% by 2025. Women currently hold about 40% of global wealth, and this share is expected to grow at a compound annual growth rate of 8.2% by 2025, outpacing men’s projected growth rate of 5.2%.[1] What’s changing today is not the capability of women as investors, but the visibility and support around them.
Aug 18, 2025
Education - 5 min
Navigating Uncertainty: How Private Markets Can Strengthen Your Retirement Plan
Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.
Jul 31, 2025
Market Insights - 4 min
Fed Meeting in July: Calm Before the Storm?
At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.
Jul 21, 2025
Education - 3 min
Diversification Across Sectors: Why Concentrated Bets Rarely Deliver Long-Term Value
The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.
Jul 20, 2025
Education - 2 min
Time-Weighted Rate Of Return (TWR) Vs. Internal Rate Of Return (IRR) Vs. Money-Weighted Rate Of Return (MWR)
No single investment metric captures the entire story or context of historical performance. It is therefore no surprise that investors and wealth managers have long debated the most suitable metrics to monitor investment performance. Depending on the investment strategy and asset class, the invested capital may be paid upfront or staggered over time, while the return is usually a combination of the periodic income from the investment and the capital gain upon its sale. The performance metrics to measure the return on invested capital are countless and provide different results.
Jun 25, 2025
Education - 4 min
Unlocking Wealth for All: How Private Markets Democratize Retirement Planning
The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.
Jun 19, 2025
Market Insights - 4 min
Bracing for Impact: The Fed's Decision in June
The Federal Open Markets Committee ("FOMC") voted to hold the target rate at 4.25%-4.5% in its last meeting in early May. This is the level it has been at since January, and as of the time of writing, the markets are almost certain that the Federal Reserve (the "Fed") will continue to hold at this level at the upcoming meeting in June.However, this does not imply a stable, widely-agreed outlook for US interest rates or the economy. Rather, it reflects a state of inaction brought about by the high levels of uncertainty that have prevailed since the beginning of the year, with trade policy as the chief (but not the only) cause.
Jun 12, 2025
Education - 4 min
Endowment Model: Explained
Many Ivy League universities, like Yale and Harvard, invest their endowments using a strategy that generates consistent long-term income and protects their principal against inflation and market risk through diversification and asset allocation. Dubbed as the “Endowment Model,” this investment strategy has proven effective in creating consistent long-term returns while mitigating risk during geopolitical tensions, market crises, economic downturns, COVID-19, etc.
Jun 3, 2025