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Market Insights - 4 min

Jackson Hole Symposium 2025: What You Need To Know

The yearly Jackson Hole Economic Symposium, held in Wyoming by the Federal Reserve Bank of Kansas City, is a forum for major policy makers and academics to meet and trade views on the big issues of the day.The symposium is closely watched by the markets for indications of what is to come. In this article, we’ll attempt to cut through to the important takeaways.

Aug 26, 2025

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Market Insights - 4 min

Where Do We Go From Here? | Mid-Year Outlook 2025

As we and many other market commentators have observed, the world has fundamentally shifted since the pandemic. There are different ways to describe this change, but if it could be summed up in one word, that word would most likely be ‘uncertainty’, or in investing terms, ‘volatility’.

Aug 20, 2025

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Education - 3 min

The Power of Starting Early: How Private Markets Grow Retirement Wealth

Imagine retiring on your own terms, without compromising your lifestyle or worrying about market swings. In the GCC region, where approximately 63% of the population is under 30, retirement planning often takes a back seat to more immediate financial priorities.[1] But starting early, with the right strategy, can make all the difference. And the most powerful tool at your disposal? Time. Those who begin investing in their 30s, particularly in private markets, can amplify their long-term wealth through the exponential effect of compounding.

Aug 19, 2025

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How Private Markets Can Strengthen Your Retirement Plan_Banner

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

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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

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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

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Education - 3 min

Diversification Across Sectors: Why Concentrated Bets Rarely Deliver Long-Term Value

The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.

Jul 20, 2025

TWR vs IRR

Education - 2 min

Time-Weighted Rate Of Return (TWR) Vs. Internal Rate Of Return (IRR) Vs. Money-Weighted Rate Of Return (MWR)

No single investment metric captures the entire story or context of historical performance. It is therefore no surprise that investors and wealth managers have long debated the most suitable metrics to monitor investment performance. Depending on the investment strategy and asset class, the invested capital may be paid upfront or staggered over time, while the return is usually a combination of the periodic income from the investment and the capital gain upon its sale. The performance metrics to measure the return on invested capital are countless and provide different results.

Jun 25, 2025