How advisors size, access and run private markets for clients: evergreen funds, platforms, due diligence and operations. Picked by our desks.
7 videos and podcasts · new this week: 7
It offers a framing for client conversations about concentration in the AI trade and what a rotation toward cash-generative businesses could mean for equity exposures. The hyperscaler earnings checklist gives advisors specific things to watch when those results are reported.
For wealth professionals, the episode provides context on fixed-income investing and portfolio positioning when rates and inflation are uncertain. It focuses on duration risk, bond market conditions and private credit as topics advisors may need to discuss with clients.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
New manager videos, podcasts and our own alternatives in wealth stories on My Desk and in your morning edition.
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