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We offer forums, educational programs, and targeted thought leadership for clients seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices.
The role of secondaries in venture and growth private equity
Our experts discuss how secondaries are reshaping venture capital and growth markets, offering liquidity and strategic portfolio diversification opportunities.
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Private credit is not a monolith
In the wake of today’s private credit headlines, we examine why the asset class is more complex than it appears. We outline a three-dimensional framework, spanning assets, vehicles, and leverage, to help identify where risks are building and where they may be overstated.
Monthly Market Review — February 2026
A monthly update on equity, fixed income, currency, and commodity markets.
Taking stock of the energy shock: 9 macro and market insights
Macro Strategist Juhi Dhawan looks at the potential effects of the war in the Middle East on economic growth, inflation, policy, and corporate profits.
The economy needs more competition. AI can make that happen.
Brij Khurana believes that as AI evolves, it will challenge traditional business moats and revitalize competition across industries. This transformation could lead to increased productivity, higher real wages, and stronger economic growth.
Yes, climate change (still) matters in private markets
We explore why climate change matters in private markets, highlight the current regulatory landscape, and profile key questions to expect from public market investors.
Investment implications of the conflict in the Middle East
Geopolitical Strategist Thomas Mucha discusses the strategic complexities of the Middle East conflict, underscoring the importance of active management and diversification in investment portfolios.
The Fed’s growing footprint on the market has a cost
Brij Khurana explains what the Federal Reserve's balance sheet expansion may mean for inflation and asset prices.
Cash-balance and traditional liabilities: An integrated investment approach
Members of our LDI Team offer ideas on how best to integrate traditional and cash-balance liabilities in a corporate DB plan’s investment strategy.
Rapid Fire Questions with Philip Brooks on Asian equities
In this edition of “Rapid Fire Questions,” Philip Brooks, investment director and equity strategist, answers key questions on Asian equities—exploring the structural drivers of the asset class, the traits of quality businesses, and the most compelling quality dividend opportunities today.
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