Investment Knowledge
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Why Real Estate in 2026?
After a rate-driven repricing that began in 2022, real estate valuations have adjusted meaningfully while underlying…
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Public Equity Markets Have Changed—Why Do Portfolios Still Look the Same?
Public equity markets have changed significantly over the past decade. The number of listed companies has declined…
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After 60/40: In Private Markets, Manager Selection Matters
While public markets have largely become a source of beta, dispersion among managers in the private markets remains…
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Private Equity Returns to Its Roots
Equity markets are entering a structurally different era. Public markets sit near record highs, driven by concentration, technical flows and negative equity risk premia — a tough starting point for future appreciation.
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Convergence: Insights on Fixed Income Replacement
Welcome to the debut edition of Convergence, a new series exploring the convergence of public and private credit markets and…
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After 60/40: Modern Portfolio Allocation Across Private and Public Markets
Public markets now represent a shrinking slice of the real economy. So why do most model portfolios still look the…