

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.

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.

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

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.

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.

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.

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

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.

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

Commodity Markets: War, Inflation & Supply Chain Disruptions
May 25, 2022 — We are happy to introduce a new regular feature for our publication: Wednesday Lunch.

When Politics & Portfolio Management Collide
May 10, 2022 — A new academic survey explores the relationship between US investors’ political orientation and their risk tolerance.
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.
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.

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?

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.
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.
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’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.
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.

Can Beijing Calm Investor Fears?
April 05, 2022 — A portfolio manager focused on Chinese equities answers our questions about macro risk factors.
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.
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.
Nickel Fiasco Undermines Market Confidence
March 28, 2022 — Saving an important Chinese customer may have cost the LME its reputation.
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.