Articles

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025

The importance of retirement planning is gaining unprecedented attention in the GCC and globally. A recent survey by Arabian Gulf Business Insight (AGBI) revealed that 88% of expatriates in the GCC are actively prioritizing retirement savings over other expenses, and 82% consider having sufficient funds for retirement as 'very important'.^[1]At the same time, persistent inflation, higher interest rates, and ongoing market volatility are reshaping the retirement planning landscape. Traditional investment models like the 60/40 portfolio are increasingly seen as insufficient to navigate today's uncertainty. In this context, private markets are emerging as an essential instrument for building resilient retirement portfolios and helping ensure long-term wealth preservation.

May 8, 2025

The global landscape of financial planning has experienced significant fluctuations in recent years, influenced by global events such as the COVID-19 pandemic. As of June 2022, these trends continue to evolve, reflecting varying levels of interest between saving and investing^[1].

May 5, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025

The importance of retirement planning is gaining unprecedented attention in the GCC and globally. A recent survey by Arabian Gulf Business Insight (AGBI) revealed that 88% of expatriates in the GCC are actively prioritizing retirement savings over other expenses, and 82% consider having sufficient funds for retirement as 'very important'.^[1]At the same time, persistent inflation, higher interest rates, and ongoing market volatility are reshaping the retirement planning landscape. Traditional investment models like the 60/40 portfolio are increasingly seen as insufficient to navigate today's uncertainty. In this context, private markets are emerging as an essential instrument for building resilient retirement portfolios and helping ensure long-term wealth preservation.

May 8, 2025

The global landscape of financial planning has experienced significant fluctuations in recent years, influenced by global events such as the COVID-19 pandemic. As of June 2022, these trends continue to evolve, reflecting varying levels of interest between saving and investing^[1].

May 5, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025

The importance of retirement planning is gaining unprecedented attention in the GCC and globally. A recent survey by Arabian Gulf Business Insight (AGBI) revealed that 88% of expatriates in the GCC are actively prioritizing retirement savings over other expenses, and 82% consider having sufficient funds for retirement as 'very important'.^[1]At the same time, persistent inflation, higher interest rates, and ongoing market volatility are reshaping the retirement planning landscape. Traditional investment models like the 60/40 portfolio are increasingly seen as insufficient to navigate today's uncertainty. In this context, private markets are emerging as an essential instrument for building resilient retirement portfolios and helping ensure long-term wealth preservation.

May 8, 2025

The global landscape of financial planning has experienced significant fluctuations in recent years, influenced by global events such as the COVID-19 pandemic. As of June 2022, these trends continue to evolve, reflecting varying levels of interest between saving and investing^[1].

May 5, 2025

March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.^[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.

Apr 30, 2025

Earlier this year, in our article published on February 10^th (“Markets at a Crossroads”), we highlighted a number of indicators suggesting that a market correction was likely on the horizon. We also discussed strategies investors could consider to navigate potential volatility.

Apr 23, 2025

Investors often hear about market swings, but what really drives these ups and downs? The stock market isn't just about numbers—it reflects the emotions and expectations of investors.^[1] The legendary investor Benjamin Graham introduced the idea of "Mr. Market," a fictional character who represents the market’s often erratic and emotional behavior. Mr. Market has certainly been active in recent months, with the S&P 500 reaching record highs in February before experiencing a sharp decline in March.^[2] The question on many minds is: What does this mean for the future, and how should investors react?

Mar 27, 2025