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

Private Credit Outlook: Better Returns Amid Reduced Risk

Earlier this Spring, we wrote two articles about the tailwinds providing extremely attractive risk-adjusted returns in the private credit markets, especially direct lending. Since then, the financial environment has only improved for private credit lenders, and large financial institutions are now beginning to wholeheartedly recommend the strategy.

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Investing Strategies, All Thomas Carroll Investing Strategies, All Thomas Carroll

Private Market Investing Requires an Active Approach

Private market investments are not passive investments. Because of how disruption and innovation affect our economy, active management of private market investments by advisors and family offices is critical to identify the innovative companies taking advantage of the opportunities caused by broad economic, environmental and social changes.

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