Investment Insights

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Investment Insights

Understanding the Private Market and How It Differs from the Public Market

Private markets have moved from niche to mainstream, making it increasingly important for advisors to understand how they work. This guide explains the key segments, characteristics, and differences between private and public markets to help advisors navigate client conversations with confidence.

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Valuing Crypto Through the Lens of a 51% Attack

Analyzing the costs and constraints of a 51% attack might help frame how network security, miner incentives, and decentralization could influence crypto valuation.

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Private Investments: Beyond the 60/40 Portfolio

In search of higher returns, investors are increasingly considering private assets.

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Investment Insights

Positioning Client Portfolios Amid Interest Rate Uncertainty

A closer look at how short-duration fixed income may support client portfolios amid interest rate uncertainty and market volatility.

AI Investment Cycle: Navigating Dependency Risk for Clients

AI spending provides a macro-level stimulus supporting revenue growth, demand, and industrial and infrastructure activity. But there are risks. Use this client-approved chart for your conversations.

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Will the Bitcoin Halving Cycle Persist?

A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.

What Are Private Credit Investments?

Private credit investments provided by nonbank lenders to companies can offer potentially higher returns than publicly traded debt. Here's what to know before investing.

Help clients potentially generate income amid market volatility

War with Iran, elevated oil prices, and mounting global inflation pressures are fueling market volatility. Amid the fallout, consider dividend-paying stocks for clients.