Articles

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

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 29^th and 30^th.^[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

The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.^[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.

Jun 19, 2025

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025

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

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 29^th and 30^th.^[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

The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.^[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.

Jun 19, 2025

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025

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

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 29^th and 30^th.^[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

The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.^[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.

Jun 19, 2025

Private market investments, spanning private equity, private credit, real estate, and infrastructure, have expanded steadily since the Global Financial Crisis.^[1] As investors seek new ways to achieve growth and reduce portfolio volatility, the appeal of these markets has continued to rise.While regulation has tightened in public markets, with increased reporting and oversight, private markets have expanded and matured, offering a broader and more diverse range of opportunities. For investors, the key attractions remain consistent: greater diversification, reduced short-term volatility, and the potential for stronger returns.But with growing interest and rising capital inflows, what is driving the stronger performance of private markets and can it be sustained in today’s market environment?

May 29, 2025