Gravity Exists

Rising commodity prices threaten food security, driving futures markets to all-time highs and challenging consumer staples margins.
Inflection Point

War & Weak Harvests Threaten Global Food Supplies

May 26, 2022 — Rising commodity prices threaten food security, driving futures markets to all-time highs and challenging consumer staples margins.

Despite macro headwinds, Lightyear Capital Managing Director Max Rakhlin explains why he believes that consolidation in the wealth management industry is still just getting started.
Discussion

Will Rising Rates & Volatility Derail the Advisor M&A boom?

May 17, 2022 — Despite macro headwinds, Lightyear Capital Managing Director Max Rakhlin explains why he believes that consolidation in the wealth management industry is still just getting started.

After a brutal selloff in crypto markets, venture capital allocators brace for the aftermath.
Inflection Point

Crypto Shakeout Rattles VC Investors

May 13, 2022 — After a brutal selloff in crypto markets, venture capital allocators brace for the aftermath.

With macro headwinds weighing on future return prospects, the private equity industry turns to retail investors for new capital.
Focus

Private Equity: Are Wealth Managers Jumping on at the Peak?

April 28, 2022 — With macro headwinds weighing on future return prospects, the private equity industry turns to retail investors for new capital.

With economists divided over the likelihood of a US recession, allocators play defense.
Focus

SOFT LANDING? Allocators Brace for Volatility as the Fed Tightens

April 18, 2022 — With economists divided over the likelihood of a US recession, allocators play defense.

The Russian invasion of Ukraine has many ESG investors reexamining their portfolios and values.
Focus

Ukraine Crisis Forces ESG Investors to Reflect and Adapt

April 11, 2022 — The Russian invasion of Ukraine has many ESG investors reexamining their portfolios and values.

2022 has been hard on Muni bond investors, there may be more pain ahead despite resilient fundamentals.
Focus

Municipal Meltdown

March 28, 2022 — 2022 has been hard on Muni bond investors, there may be more pain ahead despite resilient fundamentals.

Investors should keep an eye on carbon capture and storage technology following the passage of the recent infrastructure bill and COP26 pledges by major economies, even if political risks remain.
Focus

Has Carbon Capture’s Time Finally Arrived?

December 08, 2021 — Investors should keep an eye on carbon capture and storage technology following the passage of the recent infrastructure bill and COP26 pledges by major economies, even if political risks remain.

Third Street Ag trading head Chad Burlet explains how supply disruptions are upheaving agricultural commodity markets.
Discussion

The Pain In Grain

May 26, 2022 — Third Street Ag trading head Chad Burlet explains how supply disruptions are upheaving agricultural commodity markets.

We are happy to introduce a new regular feature for our publication: Wednesday Lunch.
Wednesday Lunch

Commodity Markets: War, Inflation & Supply Chain Disruptions

May 25, 2022 — We are happy to introduce a new regular feature for our publication: Wednesday Lunch.

A new academic survey explores the relationship between US investors’ political orientation and their risk tolerance.
Practice

When Politics & Portfolio Management Collide

May 10, 2022 — A new academic survey explores the relationship between US investors’ political orientation and their risk tolerance.

Discussion

Client Politics & Risk Tolerance

May 11, 2022 — Financial planning expert John Grable weighs in on the relationship between an investor’s politics and their view of risk.

Discussion

The (PE) Emperors Have No Clothes

April 26, 2022 — Private equity veteran Jeff Hooke takes aim at excessive fees and opaque reporting embraced by buyout fund managers.

Are long-term trends undermining the precious metal’s reputation as a safe harbor during inflation and turmoil?
Inflection Point

GOLD: POISED TO SHINE OR LOSING ITS GLEAM?

April 23, 2022 — Are long-term trends undermining the precious metal’s reputation as a safe harbor during inflation and turmoil?

We asked a group of investment managers what portfolio strategies they are deploying to weather the coming storm.
In Depth Discussion

INFLATION & THE FED: Four Experts Weigh-in

April 18, 2022 — We asked a group of investment managers what portfolio strategies they are deploying to weather the coming storm.

Discussion

Approaching a new breed of ESG Allocator

April 11, 2022 — According to Atlas Impact Partners founder Robert Brown, all investment decisions are ethical decisions at some level.

Outlier

How Heavy Is a Gold Blockchain?

April 10, 2022 — A start-up aims to introduce Gold to ESG portfolios…by keeping it in the ground.

Utah Treasurer Marlo Oaks speaks out against ESG disclosure rules for municipal bonds, decrying what he views as politically motivated regulatory overreach.
Discussion

Utah’s Treasurer Pushes Back Against Proposed ESG Rules

April 08, 2022 — Utah Treasurer Marlo Oaks speaks out against ESG disclosure rules for municipal bonds, decrying what he views as politically motivated regulatory overreach.

Inflection Point

Doubting the Ruble’s Rebound

April 07, 2022 — Putin has brought the Ruble back to pre-conflict levels at home. Keeping it elevated may well prove harder.

A portfolio manager focused on Chinese equities answers our questions about macro risk factors.
Discussion

Can Beijing Calm Investor Fears?

April 05, 2022 — A portfolio manager focused on Chinese equities answers our questions about macro risk factors.

Inflection Point

Does an Inverted Yield Curve Signal an Inevitable Recession?

April 04, 2022 — A reliable recession indicator has been flashing a warning sign for investors. Most experts say it’s a false alarm.

Forum

Will Wealthy Consumers Continue to Spend?

March 30, 2022 — Two portfolio managers weigh in on prospects for consumer equities in the coming quarters as inflation and uncertainty continue to put pressure on the sector.

Inflection Point

Nickel Fiasco Undermines Market Confidence

March 28, 2022 — Saving an important Chinese customer may have cost the LME its reputation.

Manager Outlook

Q1 2022: War, Inflation, Pandemic & Policy

March 26, 2022 — The Russian invasion of Ukraine has disrupted commodity markets creating price pressure felt across the entire global economy.