Inflation will likely persist for a number of reasons. Sticking to the same allocations may not pay off in these times, which means inflation sensitivity of the assets you hold will factor heavily into overall portfolio performance. What's going on and where can investors turn?

Now that interest rates are rising for real, merger arbitrage can be an equity strategy that may benefit from the normalizing of monetary policy. Learn about the role rates play in merger arbitrage spreads.

A whole host of concerns hangs over investors' decisions these days. That's why financial advisors are committing over 10% to alternative strategies, according to a Cerulli study. What's going on and what opportunities lie ahead?

As consumers and investors, we all feel the pinch of recent spikes in inflation - at rates not seen since 1980 - and it is likely to stay elevated for some time. Too bad there is no silver bullet asset to hedge against inflation. What's the alternative?

“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.

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.

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.

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.