Articles
General - 3 min
Private Markets: Poised For Growth
The number of publicly traded companies has more than halved since the 1990s, with most large firms now held privately.[1]
Private markets—including private equity, private debt and real estate—have become more popular in recent decades as their lack of liquidity compared to public markets is compensated by higher returns and enhanced diversification.
Momentum in the segment slowed in 2022 as the war in Ukraine, market volatility, supply chain woes and high inflation made investors more risk-averse. This article investigates whether this a temporary setback or the new normal.
Oct 16, 2023
General - 3 min
Navigating a Transforming World: Insights from Christine Lagarde
At the August 25, 2023 Jackson Hole symposium, Christine Lagarde, President of the European Central Bank (the “ECB”), addressed an audience of economists, central bankers and government officials, about the latest shifts in the global environment.
Sep 28, 2023
General - 3 min
The Importance of Professional Investment Managers in Alternative Investments
Alternative investments are critical components of a well-diversified portfolio but they are inaccessible to most investors without a professional investment manager.
Aug 8, 2023
General - 13 min
2023 Outlook: Global Banks, Insights And Predictions For The Year Ahead
This summary combines the analyses from six global financial institutions—Citi, UBS, Morgan Stanley, JP Morgan, HSBC and BlackRock—to provide a comprehensive overview of the investing environment in 2023.
Jan 5, 2023
General - 2 min
The Federal Reserve November Rate Rise: What You Need To Know
At the beginning of November, the key decision-makers of the U.S. Federal Reserve (the “Fed”) held their seventh meeting this year to determine the target rate for the cost of borrowing.
Nov 9, 2022
General - 2 min
What Happens When You Ignore Risk
Risk is an integral part of investment. As a rule of thumb, risks are usually proportional to gains: the higher the returns you target, the greater the risk you need to take. However, investment history recounts many incidents where risk was miscalculated, or unforeseen market changes wreaked havoc on investors. The spectacular losses associated with the 2008 crisis, cryptocurrency debacles, mismanaged funds and scam operations would have been minimized or avoided with sound risk management. Risk management is an integral part of successful investing at all times.
Oct 24, 2022
General - 2 min
How To Beat Inflation Through Investing
Inflation has risen sharply across the world’s economies due to many factors from supply chain issues to energy constraints linked to the ongoing Ukraine conflict. Global inflation is predicted to reach 8.7% in 2022 before declining in 2023 following responses by central banks.[1]
Oct 11, 2022
General - 1 min
Co-Investing: Maximizing Returns In Private Equity
Interest in private market investments continues to grow as they promise higher risk-adjusted returns and lower volatility compared to public markets. But private market funds have their challenges with issues like the J-curve, multi-year commitment periods, illiquidity, etc. This article discusses the J-curve and strategies to improve returns.
Sep 8, 2022
General - 2 min
Seeking Growth In A Downturn
The economic headlines are full of doom and gloom in many countries. The Russia-Ukraine conflict continues to put pressure on the global supply of oil while the higher cost of living is threatening the post-pandemic economic recovery.
Aug 25, 2022