Knowledge

Private Equity: a review of private equity, including structures, costs, performance measurement, portfolio inclusion, and market position.

Commodities: a review of the utility of commodities in an investment portfolio and their historical performance across macroeconomic regimes

In this Insight, we walk through the ins-and-outs of a family office, its current trends, and considerations before starting one.

Leveraged ETFs: the benefits and considerations for their use. Should they be a part of your overall investment picture? Learn more here.

Does gold have a place in the investment portfolio? If so, what is it? What are the different types of gold that can be invested in?

Given the relative performance of US, Global, and Ex-US portfolios throughout history, does it still make sense to be globally diversified?

What is fixed income? What is its role in a modern portfolio? And how does it correlate with equities? This article dives into the details.

The shape and movement of the yield curve and its effect on capital allocation. Is it a robust indicator of market performance?