by Max Wetzer | Oct 1, 2024 | Monthly Market Intelligence
Diversification is widely regarded as the only ‘free lunch’ for investors. By diversifying investments across different asset classes, investors can reduce their portfolio risk without sacrificing returns. The classical 60/40 portfolio (i.e. 60% equities...
by Max Wetzer | Sep 1, 2024 | Monthly Market Intelligence
In the shadows of the growing private equity market, Collateralized Loan Obligations (CLOs) are gaining traction. Although CLOs indirectly invest in the senior debt of similar companies, they offer a potentially distinct risk-return profile from private equity....
by Max Wetzer | Mar 1, 2024 | Monthly Market Intelligence
The performance of U.S. stocks over the past decade has been impressive, outperforming other developed countries by ~7% annually. Consequently, investors have no trouble continuing to place (concentrated) bets on the Stars & Stripes. However, from a historical...
by Max Wetzer | Oct 1, 2023 | Monthly Market Intelligence
The hedge fund industry is a fascinating and mysterious world. With smart strategies, the ‘rock stars’ of the financial sector aim to achieve stable returns with low risk, regardless of market conditions. With this, they pursue the holy grail of investing,...
by Max Wetzer | Aug 1, 2023 | Monthly Market Intelligence
Replacement is inherent to the structure of private equity investments. After a fund’s lifetime ends the investor needs to find a replacement to maintain exposure to the asset class. In the event that an investor is not satisfied with the size of the allocation or the...
Recent Comments