Insights

Why fears of “Global Financial Crisis Part II” are a suboptimal reason to hold on to cash

When expectations are so positive, the threshold for a downside surprise becomes incredibly low. Publicly traded equities may be particularly vulnerable in the coming quarter.

We explore why public markets are a poor mirror for the strong middle market, and how investors can use alternatives to gain access.

Public small and mid-cap fundamentals have diverged the broader U.S. middle market. We look at how investors can get true exposure to the heart of the U.S. economy.

Advisors expect to reduce their clients’ cash allocations this year. Alternatives, multi-asset and real asset investments are among the major beneficiaries.

Ask an investor how they’re feeling and they’re likely to echo the wary positivity of Larry David’s famous line on “Curb Your Enthusiasm”—“prett-ay, prett-ay, prett-ay good.”