It’s been a wild ride this first quarter of the year, with market swoops and dips and news coming at what sometimes seems like warp speed. Markets, as a proxy for investors, don’t welcome uncertainty and mood swings. They will often react to changing sentiment with sell offs and subsequent overcorrections on the back of each significant piece of news, creating even more concern for investors trying to digest what the updates mean
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Every Presidential election cycle, the actual election year begins with much trepidation about taking too definitive a stand too early ahead of the election results. Not knowing what the new administration will bring in policies and practices makes investors of all kinds wary
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No one needs reminding how 2022 was a rough year for investors and managers, but as we open the second half of 2023, there are lingering issues impacting the health of the overall financial landscape
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The Bureau of Labor & Statistics issued its latest update on 9/13 regarding the rising pace of inflation, with the 12-month period through August rate of 8.3% catching most investors and analysts by surprise, and not in a good way. 2022 inflation is at highs not seen by those born after 1989, and it feels a bit ominous on the investment horizon
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A new survey of global allocators and LPs found that roughly 20% have yet to make adjustments to their alternatives exposure and are likely to do so as inflation is expected to inch higher
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