Crypto Mania, Financial Contagion, and the “Goldilocks Zone”
From the gold fever of the 1840s and 1850s and the bicycle bubbles of the 1890s to the bowling manias of the1960s and the dot-com boom of the 1990s and early 2000s, our animal ...
alternative assets
The Trouble with Forecasting Home Prices
Introduction Mortgage rates have doubled and tripled in some countries since 2021. So, why aren’t residential real estate markets more distressed? For example, the average ...
Private Equity: Five Lessons from the Global Financial Crisis
Up until the 2008 credit crunch, the conventional recipe for success in private equity (PE) was straightforward: Just pour in debt and stir. A generous dose of leverage typically ...
The 60/40 Portfolio Needs an Alts Infusion
Introduction A global black swan event — COVID-19 — followed by record inflation and the sharpest upward interest rate trajectory in three decades has bedeviled markets over the ...
The Unspoken Conflict of Interest at the Heart of Investment Consulting
Mark J. Higgins, CFA, CFP, is the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future from Greenleaf Book Group Press. After World War ...
2024 US Wealth Management Outlook: In with Alternatives?
New Year, New Investments Many of us have crawled into 2024 with a sense of cautious optimism that the mental battering we all took in 2023 won’t repeat itself. While that may yet ...
Times Change: The Era of the Private Equity Denominator Effect
After private equity’s extraordinary performance in 2021, private market valuations decoupled from those of both public equities and bonds in 2022. This led many institutional ...
Show next