Insights

The time to move fixed income allocations into more ESG-friendly solutions is now. It’s like evolving from incandescent to more environmentally friendly bulbs. Good news is that more sustainable investment options are lighting the way.

“The J Curve” is one of the phrases you’ll frequently hear in private equity conversations. This investment trendline typically shows a short-term loss that could evolve into long-term gain. Understanding it is essential to setting realistic performance expectations.

Given TikTok’s popularity and ability to capture the younger generation’s attention, the "FinTok" platform stands to become a successful channel for financial education. Let's tap into the influence the app can have on financial literacy.

The smart money knows venture capital returns have handily crushed active long-only equity for 15 years. With equities stretched to their highest valuations since the dotcom bubble, it's time for investors and financial advisors to discuss this compelling opportunity.

Why all the talk of dry powder sitting on the sidelines? To those in the private equity and venture capital space, it’s an important supply of capital for future investments. Here’s why investors should pay attention.

Many startups are essential partners in the fight to mitigate climate change, with technologies applied to agriculture, real estate, transportation, logistics and energy. Investors of all generations who prioritize climate mitigation might consider Venture Capital investing.

With global Venture Capital funding topping $288 billion over the first six months of 2012, this year has been a shining light for the space, and several factors may point to a continued surge ahead. What does this mean for investors? 

Quantitative easing by the Federal Reserve has had a significant impact on many investments. More QE may be ahead and a quick lookback at “tapering” and “tantrums” can be instructive for investors who want to be prepared.

Most U.S. schools have largely not taught financial literacy to younger Americans. Yet this group is tech-savvy, focused on environmental and social issues, and thirsty for financial education. Advisors who embrace this can forge successful, long-term relationships with tomorrow’s investors.

A steady stream of ongoing research is highlighting that Environmental, Social, and Governance (ESG) funds are outperforming their non-ESG and market benchmark brethren, which we believe means “investing for good” positions portfolios to “invest for gains.”

The activity and outlook for venture capital have been remarkable coming out of the pandemic and worthy of any investor’s attention. Here's a look at the record breaking trends in venture capital funding.

Private equity deal making set records in the first half of 2021 as fundraising surged, notably with more mega deals. Investing in private equity could provide an alternative means of portfolio growth and diversification.

The pandemic has caused more Americans to focus on financial planning. Research indicates a growing trust in working with financial advisors, creating the opportunity for them to provide sound advice and support at a critical time.

About 80% of institutions are investing in private equity and venture capital. Universities particularly have increased their allocations to take advantage of high-growth startups across many industries. Why is that?

Financial literacy matters because individuals and families can find themselves in deep water without proper education. It's not only about making ends meet today. More than half of Americans don’t think they will have enough money to retire securely.

Inflation not only hurts the wallet; investments can feel the sting, too. Some smart, proactive portfolio changes can combat the pressure that rising prices will place on investors’ returns. Here are a few helpful considerations.

Individual investors may not be aware they can access venture capital exposure. Learn the basics of this exciting corner of equity investing poised for an exploding 2021, and how all investors can overcome the barriers to tapping into its historically oversized returns.

How do you know if your investment allocations ensure portfolio efficiency? We explore three tell-tale signs that illuminate the benefits of diversifying with a non-correlated asset.

Is there an investment that can complement growth-oriented equity holdings whether markets are up or down? The trend line on this chart reveals the answer.

While we are only in the early months of understanding the full impact of COVID-19, our look back at the first four months of 2020 revealed an investment strategy that has resisted the downturn and maintained value year-to-date.

If the current economic outlook is heading towards recession — a prediction gaining traction — investors may want to turn to managed futures. History shows that the asset class can offer non-correlated ways to protect assets from bear markets, much like the bags that campers hang to safeguard their food.

Coronavirus has become more than a health contagion. As we have seen, epidemics can infect financial markets, causing major disruptions. A look back at health scares reminds investors to contain the panic and think long term.

Given the advantages of alternative investing for improved portfolio outcomes, it’s important to understand how best to allocate to these strategies. This framework breaks down the decisions into the 5 key manageable steps.

Traditional investments for individuals have long been limited to stocks and bonds. Thankfully, newly created access to alternative investments now make it possible for investors to diversify and to invest like the institutions.

If you need a definition of any terms or indices, see our glossary.

The views expressed may change at any time after the date of publication. There is no guarantee that any projection, forecast or opinion will be realized. All referenced indices are discussed for informational purposes only and are not meant to represent any Fund. Investors cannot directly invest in an index. Past performance does not guarantee future results. For more important information about our Funds, click here.