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All, Investing Strategies Simon O'Shea All, Investing Strategies Simon O'Shea

The Top 7 Reasons to Diversify Beyond Public Stocks and Bonds 

During heightened economic uncertainty, rising inflation, and market volatility, alternative asset classes provide a compelling case for inclusion in a well-diversified portfolio. By allocating capital to private equity, venture capital, real estate, and private credit, investors can access higher returns, lower market correlation, and enhanced income opportunities.

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All, Market Pulse Thomas Carroll All, Market Pulse Thomas Carroll

January 2025 Market Outlook

While stocks were unable to sustain their post-election highs, all major indices managed to close the quarter with modest gains. The Federal Reserve’s December decision to cut the Fed Funds rate by 25 bps—the second cut of the quarter—highlighted its ongoing commitment to supporting economic growth amid a challenging macroeconomic environment. 

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All, Investing Strategies Simon O'Shea All, Investing Strategies Simon O'Shea

Is Your Portfolio Truly Diversified?

With publicly listed equity representing a small fraction of US GDP, why aren’t more advisors talking to their clients about true diversification? Impartial investment advice should incorporate both public and private market asset classes and true diversification can only be achieved by considering the entire investable universe.

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All, Market Pulse Thomas Carroll All, Market Pulse Thomas Carroll

October 2024 Market Outlook

The Federal Reserve’s decision to cut the Fed Funds rate by 50bps last month was one of the most significant financial developments in the third quarter, if not the entire year. This shift toward a more dovish monetary policy stance contributed to stabilizing financial markets, particularly equities, and led to a renewed focus on risky assets, like U.S. stocks.

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