Investment Knowledge
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Consistency Through Cycles: Private Market Secondaries
Private market secondaries have evolved from a niche liquidity tool into an essential component of the private markets ecosystem. With 2025 volume reaching record highs, secondaries trading still represents only ~2% of overall private market size—pointing to a market with significant room to grow.1 Secondary strategies acquire seasoned portfolios, often at a discount, and can…
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When Duration Stops Working: How the Rate Cycle Has Rewritten the Fixed Income Playbook
For most of the past decade, fixed income did its job. It gave portfolios steady income, low volatility and a counterweight to equity risk. Investors built allocations around that assumption, and for a long time it largely worked. And that assumption had a 40-year track record behind it. From the early 1980s through the years…
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2026 Midyear Credit Outlook: Adoption, Financing and Investing in the Age of AI
AI is reshaping credit markets in ways that demand a more thoughtful approach to investing. Public markets are being stretched by record financing needs, spreads leave little room for error, and traditional notions of diversification are being tested. Learn more in our latest outlook. Key Takeaways: Credit fundamentals remain resilient, but the margin for error…
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Private Credit Secondaries: A Differentiated Way to Access Private Markets
Learn how private credit secondaries can provide instant diversification, accelerated cash flow…
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Private Equity: Six Key Considerations for Investors
With public equity markets near all-time highs and the future uncertain, we believe private equity…
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After 60/40: The Hidden Cost of Uninvested Capital Through the J-Curve
When building a strategic private markets allocation, the waiting period can carry a meaningful cost…
