Today’s markets demand more than a 60/40 or 50/30/20 playbook. Advisors need portfolios that can go beyond stocks and bonds with a few alts tacked on, to respond to market shocks and inflation spikes, navigate geopolitical uncertainty, capture private market...
Offense is about growth. Offense is about moving the ball downfield—driving growth, building wealth, and capturing appreciation over time. In portfolios, offensive strategies target capital gains, whether through public equities, private markets, or emerging...
Defense starts with income. Defense in football isn’t passive—it’s about controlling the opponent, protecting your field position, and setting up the next opportunity. In portfolios, defensive strategies start with income, then seek to preserve capital and provide...
Special teams have the potential to change outcomes. In football, special teams don’t play every down—but when they take the field, they can change the game. A well-executed kickoff pins the opponent deep. A clutch field goal leads to an overtime victory. A blocked...
Football coaches don’t call the same play every down, but start with a well-designed plan and the flexibility to adjust. They read the defense, assess field position, consider the clock, and adjust their strategy dynamically. They move players on and off the field...
Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question whether the traditional 60/40 portfolio is still capable of...
Institutional investors have spoken: Global Macro remains at the top of the hedge fund allocation list for 20251 A recent Sociétè Generale survey of institutional allocators confirms that 40%+ of institutions plan to increase their exposure to global macro strategies...
Can Advisors Thrive Amid Contrasting Market Outlooks? Advisors face an equity market landscape marked by opportunity and challenge. The near-term outlook for 2025 has many strategists forecasting double-digit gains for U.S. equities, driven by robust earnings growth,...
Over the past few weeks, I have spoken with a couple dozen financial advisors to understand how they are managing the current investment climate and, in particular, how they are thinking about incorporating alternatives into their portfolios in an uncertain world. One...
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