Education - 4 min
Long-term investing demands foresight, patience, and a structured approach. While markets are inherently unpredictable, disciplined strategies allow investors to navigate cycles with confidence and maintain focus on long-term objectives.
Sep 24, 2025
Education - 4 min
In public markets, most investors earn nearly identical returns, since index funds are designed to replicate the market’s performance. Transparency is high, access is easy, and results between managers differ only slightly. Public markets are useful for broad exposure and liquidity, offering a foundation that complements the differentiated outcomes of private markets. Yet even here, the role of a skilled liquid fund manager matters, not for generating large dispersion, but for constructing portfolios that balance risk, liquidity, and alignment with long-term goals.
Sep 21, 2025
Education - 4 min
The intelligent investor seeks two things: 1) the right level of return for their financial objectives 2) the appropriate level of risk required to deliver such returns.
Sep 17, 2025
Education - 3 min
Imagine retiring on your own terms, without compromising your lifestyle or worrying about market swings. In the GCC region, where approximately 63% of the population is under 30, retirement planning often takes a back seat to more immediate financial priorities.[1] But starting early, with the right strategy, can make all the difference. And the most powerful tool at your disposal? Time. Those who begin investing in their 30s, particularly in private markets, can amplify their long-term wealth through the exponential effect of compounding.
Aug 31, 2025
Education - 4 min
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
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
Education - 3 min
The drive to identify the “next big thing” has captivated investors for centuries. From the railroad boom of the 1800s to oil’s dominance in the mid-20th century and the digital revolution of recent decades, every era brings with it compelling narratives. But while these stories capture attention, they rarely guarantee sustained investment success. Rather than attempting to predict which sector will outperform next, long-term investors often benefit more by diversifying across industries, which is a strategy that history has consistently rewarded.
Jul 20, 2025
Education - 2 min
No single investment metric captures the entire story or context of historical performance. It is therefore no surprise that investors and wealth managers have long debated the most suitable metrics to monitor investment performance. Depending on the investment strategy and asset class, the invested capital may be paid upfront or staggered over time, while the return is usually a combination of the periodic income from the investment and the capital gain upon its sale. The performance metrics to measure the return on invested capital are countless and provide different results.
Jun 25, 2025
Education - 4 min
The MENA region is home to one of the world’s largest youth populations, with over half of its residents under the age of 25.[1] As these young professionals step into the workforce, they face an economic environment that is more dynamic and more uncertain than ever before. For many, retirement may feel like a distant concern, but starting early is the single most powerful move toward lasting financial security.In an era of inflation, volatile markets, and rising life expectancies, traditional savings and 60/40 stock-bond strategies may no longer be sufficient. Private markets offer a compelling alternative for building long-term retirement wealth, especially when accessed early.
Jun 19, 2025