Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
We view the lack of systemic risk priced into the market as the culprit for correlations among U.S. equities being near historic lows.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
Why absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Tokenization's potential to revolutionize investing.