• Weekly Research Briefing:
    Who Let the Balloons Out?

    August 9, 2022

    Just when you thought all ‘meme’ stocks were headed to the pennies. Surprise!

    The July rebound from an oversold June shifted into a higher gear last week when the reddit/meme/unprofitable tech stock crowd came in from the beach with fists full of BUY tickets. 

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  • COVID-19 & Market Update

    June 2, 2022

    There were 39 signers to the U.S. Constitution.

    “The 39 Steps” is a novel by Scottish author John Buchan. The BBC has listed it as one of the UK’s “best-loved novels.” It is regarded as one of the first “man-on-the-run” thrillers that now are a regular part of books and movies. The outlaw that isn’t really an outlaw.

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  • Broader Horizons: The Case for Private Markets Investing

    May 6, 2021

    A dynamic and innovative global economy still offers investors plenty of long-term growth opportunities. The caveat: You may want to look beyond public markets to find them.

    Increasingly, companies are choosing to stay private longer, or never go public at all, and this could have large implications for investors.

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  • Quick Hits—Talking Private Wealth & Private Markets

    Hamilton Lane: QuickHits

    Calling all high-net-worth investors: It might be time to starting thinking beyond just stocks and bonds. In Hamilton Lane’s latest Quick Hits, Stephanie Davis makes the case for portfolio diversification that includes – you guessed it – investing in the private markets.

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  • 60/40 Revisited: Risk/Return
    Assumptions Require Imagination
    in Today’s Environment

    Traditional expectations of the 60/40 stock and bond portfolio may be due for a rethink. From today’s yield levels, bonds simply can’t contribute to a portfolio the way they historically have. For advisors and other allocators, this could mean shifting assets away from fixed income and into alternatives if they want to preserve the same risk and return profile that the 60/40 portfolio has historically delivered.

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