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Recommended reading
Education - 3 min
Democratizing Private Equity with Evergreen Funds
The intelligent investor seeks two things: 1) the right level of return for their financial objectives 2) the appropriate level of risk required to deliver such returns.As we’ve covered elsewhere, the outlook for returns in the public markets is declining just as the risks (political and economic) are rising. This has led many investors to consider private markets, especially private equity (PE), as a way to maintain returns while reducing risk through diversification.
Jul 28, 2025
Education - 5 min
Navigating Uncertainty: How Private Markets Can Strengthen Your Retirement Plan
Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.
Jul 31, 2025
Market Insights - 4 min
Fed Meeting in July: Calm Before the Storm?
At its last meeting in June, the Federal Reserve (the “Fed”) opted once again to hold rates at their current level of 4.25% to 4.5%. It is widely expected that there will be no change at the upcoming meeting on July 29th and 30th.[1]Beyond this, there is little clarity, not only in the markets but also within the Fed itself, amid the seismic shifts and crosscurrents of world affairs. In this article, we examine the data and attempt to parse out the facts from the speculation.
Jul 21, 2025