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Recommended reading
Market Insights - 4 min
Where Do We Go From Here? | Mid-Year Outlook 2025
As we and many other market commentators have observed, the world has fundamentally shifted since the pandemic. There are different ways to describe this change, but if it could be summed up in one word, that word would most likely be ‘uncertainty’, or in investing terms, ‘volatility’.
Aug 20, 2025
Education - 4 min
Women and Wealth: From Quiet Influence to Financial Leadership
Women are becoming increasingly visible in wealth creation, management, and investing. This isn’t a sudden shift; it’s the result of decades of quiet influence, evolving access, and growing confidence now meeting a more inclusive financial landscape.Globally, women already control one-third of investable wealth, a figure projected to reach 35% by 2025. Women currently hold about 40% of global wealth, and this share is expected to grow at a compound annual growth rate of 8.2% by 2025, outpacing men’s projected growth rate of 5.2%.[1] What’s changing today is not the capability of women as investors, but the visibility and support around them.
Aug 18, 2025
Education - 5 min
Navigating Uncertainty: How Private Markets Can Strengthen Your Retirement Plan
Retirement planning has entered a new era. For decades, a balanced mix of stocks and bonds formed the foundation of long-term investment strategies, trusted to grow and preserve wealth across market cycles. But the landscape has changed. Volatility is more persistent, interest rates are harder to predict, and traditional portfolios increasingly fall short of delivering the stability and income needed in retirement.Building a resilient retirement plan today requires more than conventional allocations. It calls for broader diversification, dependable income, and assets that respond differently to market forces. This is where private markets come in. Once accessible only to institutions, asset classes like private credit, real estate, private equity, and infrastructure are now playing a larger role in long-term portfolios, offering new ways to manage risk and capture growth potential.
Jul 31, 2025