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Featured Insights
Risk Management
When Geopolitics Drive Volatility: An Active Approach to the Iran Conflict
Geopolitical tensions have sparked market volatility, but historic parallels suggest a potential opportunity for active strategic positioning.
Global Equity
AI and the Increasing Instability of Global Relationships
The current environment is marked by disruption, and global markets are increasingly decoupling and dislocating—a backdrop that creates attractive opportunities for active investors.
Investor Advice
Beyond the Hype—Building Smarter Private Credit Portfolios
Private credit’s growth to $2T brings new risks. Learn where to find better risk adjusted returns—and how to navigate cov-lite, redemption pressure, and mega fund concentration.
Global Equity
Structural Forces Are Driving the Current Investment Environment
The current investment environment is primarily being shaped by three structural forces—disruption, decoupling, and dislocation—amid a weakening US dollar.
Interest Rates
Will the Real Kevin Warsh Please Stand Up?
Short‑term calm may lead to long‑term volatility: A seeming hawk‑turned‑dove now confronts a labor market and inflation backdrop that remain far from ideal.
Markets & Economy
FOMC Update: Fed Holds Rates Steady After Three Successive Cuts
Ali Hassan shares his perspective on the Fed’s stance and the potential impact of monetary policy.
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