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.
Portfolios built for yesterday’s relationships may behave very differently in a more correlated world
Has relentless geopolitical uncertainty forced investors to rethink resilience, flexibility and the role of long/short strategies in portfolios?
Private credit managers should prioritize liquidity management, diversification, and transparency to better suit a broader investor base.
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.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Tokenization's potential to revolutionize investing.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.