Insights

The Emerging Markets (EM) fixed income asset class is well placed to play a role in diversified investment portfolios, both as a potential driver of return and a risk mitigator.

After two years of an aggressive Federal Reserve (“Fed”) tightening cycle whereby the Federal Open Market Committee (“FOMC”) raised the federal funds target rate by 525 basis points, making it the fastest tightening cycle in four decades, we are finally on the cusp of a first rate cut by the Fed later this month.

Over the last few years, there has been an acceleration in both the pace and scale of cybercrime. According to Cybercrime Magazine, the cost of global cybercrime is expected to reach over $10 trillion by 2025. Motivated by massive paydays, highly skilled hackers continue to penetrate the systems of both public and private organizations despite the best prevention efforts of the global cybersecurity apparatus.

Should advisors continue to allocate capital to late-stage Venture Capital (VC) backed companies despite recent setbacks at several high-profile companies in the category? We believe the answer is yes if you have a two-to-four-year investment horizon and the expertise and insight to navigate the asset class.

Generative AI has been one of the most talked-about recent developments in technology, particularly over the past several months. It is most easily understood as a form of machine learning that allows computers to generate diverse types of content, from music and art, to new product designs and business process optimizations.