Why Diversification Still Matters: Reassessing a Core Principle in Today’s New Market Reality

Jun 10, 2025 | Insights

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...

Why Global Macro Is a Top Allocation for Leading Investors in 2025

Feb 21, 2025 | Insights

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...

Advisors’ Guide to the 2025 Stock Market: Optimism Now, Challenges Ahead

Jan 17, 2025 | Insights

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,...

Views from the Marketplace: Why Today’s Financial Advisors are Increasingly Favoring Global Macro as a Portfolio Diversifier

Sep 9, 2024 | Insights

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...

5 Things Every RIA Needs To Know About Investing In Alternatives

Apr 26, 2024 | News, Articles, & PR

I recently attended the Wealth Management Convergence 2024 conference. One thing really jumped out at me: how much the wealth management industry has embraced private market investments since the Global Financial Crisis. This trend started to gain momentum, especially...