Major changes in securitized credit benchmarking and fund categorization are under way. Is your portfolio ready?

International small cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.

In more concentrated markets, portfolios are often shaped more by benchmarks than by conviction—requiring a more deliberate, analytics-driven approach to managing risk.

After years of volatility, markets are increasingly rewarding dependable cash flows; these assets appear poised for meaningful relative revaluation.

Investment management, like the NBA, has evolved. Investors now embrace new strategies for better results, just as basketball shifted towards analytics.

Whether M&A or IPO activity is slowing or thriving, a strategy focused on secondary private equity may provide more stable cash flows.

Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

Three numbers tell the small cap story right now: Earnings, valuations, and rates. It’s a setup that deserves attention.

Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.

Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.