Articles

Income has returned to the center of portfolio construction. Yet the ways investors generate it have changed. Even the long-standing 60/40 portfolio has struggled to deliver the income stability investors once expected from its fixed income component. Public fixed income, once seen as predictable, has become more sensitive to interest rate shifts, inflation concerns, and policy uncertainty.^[1] Yields may appear attractive at times, but price volatility and duration risk have made outcomes less stable.

Feb 17, 2026

The past two years have tested private equity investors. Deal activity slowed as financing conditions tightened and transaction volumes fell,^[1] exits became more difficult to execute,^[2] and valuation gaps between buyers and sellers widened, causing sponsors to hold assets longer rather than sell at discounted prices.^[3]Yet periods like these tend to reshape opportunity rather than eliminate it. As 2026 begins, signs point to private equity entering a reset phase. Valuations have adjusted, capital remains available, and deal activity is beginning to recover. Historically, such environments have marked the starting point for attractive private equity vintages.

Feb 3, 2026

In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.^[1]

Jan 20, 2026

The October meeting of the Federal Open Market Committee (FOMC) was held amid the 43-day government shutdown - the longest in U.S. history.^[1] While the shutdown has lifted, the absence of critical data makes the upcoming December decision all the more difficult.

Nov 30, 2025

Income has returned to the center of portfolio construction. Yet the ways investors generate it have changed. Even the long-standing 60/40 portfolio has struggled to deliver the income stability investors once expected from its fixed income component. Public fixed income, once seen as predictable, has become more sensitive to interest rate shifts, inflation concerns, and policy uncertainty.^[1] Yields may appear attractive at times, but price volatility and duration risk have made outcomes less stable.

Feb 17, 2026

The past two years have tested private equity investors. Deal activity slowed as financing conditions tightened and transaction volumes fell,^[1] exits became more difficult to execute,^[2] and valuation gaps between buyers and sellers widened, causing sponsors to hold assets longer rather than sell at discounted prices.^[3]Yet periods like these tend to reshape opportunity rather than eliminate it. As 2026 begins, signs point to private equity entering a reset phase. Valuations have adjusted, capital remains available, and deal activity is beginning to recover. Historically, such environments have marked the starting point for attractive private equity vintages.

Feb 3, 2026

In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.^[1]

Jan 20, 2026

The October meeting of the Federal Open Market Committee (FOMC) was held amid the 43-day government shutdown - the longest in U.S. history.^[1] While the shutdown has lifted, the absence of critical data makes the upcoming December decision all the more difficult.

Nov 30, 2025

Income has returned to the center of portfolio construction. Yet the ways investors generate it have changed. Even the long-standing 60/40 portfolio has struggled to deliver the income stability investors once expected from its fixed income component. Public fixed income, once seen as predictable, has become more sensitive to interest rate shifts, inflation concerns, and policy uncertainty.^[1] Yields may appear attractive at times, but price volatility and duration risk have made outcomes less stable.

Feb 17, 2026

The past two years have tested private equity investors. Deal activity slowed as financing conditions tightened and transaction volumes fell,^[1] exits became more difficult to execute,^[2] and valuation gaps between buyers and sellers widened, causing sponsors to hold assets longer rather than sell at discounted prices.^[3]Yet periods like these tend to reshape opportunity rather than eliminate it. As 2026 begins, signs point to private equity entering a reset phase. Valuations have adjusted, capital remains available, and deal activity is beginning to recover. Historically, such environments have marked the starting point for attractive private equity vintages.

Feb 3, 2026

In its latest decision on December 9-10, the Federal Reserve (the “Fed”) opted to cut rates by 25 basis points for the third consecutive meeting, bringing the target rate down to 3.50%–3.75%.^[1]

Jan 20, 2026

The October meeting of the Federal Open Market Committee (FOMC) was held amid the 43-day government shutdown - the longest in U.S. history.^[1] While the shutdown has lifted, the absence of critical data makes the upcoming December decision all the more difficult.

Nov 30, 2025