Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

Collective investment trusts (CITs) offer many benefits to defined contribution plan sponsors — and, ultimately, to plan participants — but misconceptions about them persist.

The evolution of the private equity secondaries market from a niche to a mainstream investment strategy is a testament to its resilience and adaptability.

Small cap stocks may be on the brink of an upward trend, bolstered by four key factors that have historically driven strong returns in this asset class.

Cash has a place in portfolios, but bonds are a better choice for locking in yields, boosting return potential and providing diversification benefits.

The yield curve flipped in anticipation of rate cuts, but that doesn’t mean a recession is imminent. To the contrary, we’re excited about opportunities tied to higher-income consumers and consumer staples, among others.