Investment Knowledge
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Portfolio Allocations: Where Does Private IG Credit Belong?
Private investment-grade credit is reshaping portfolio construction by expanding the investment-grade universe beyond traditional public markets…
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Private Market Secondaries: A Core Allocation for Modern Private Market Portfolios
With many traditional primary private equity (PE) strategies facing extended holding periods, a record exit backlog…
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A Reset in Software — And Why Discipline Always Matters
Software has been one of private equity’s most active and crowded sectors over the past decade…
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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…
