Private credit’s resale market is booming. Secondaries offer liquidity but reveal growing strain in traditional exits. The post Private Credit Secondaries: From Niche Strategy to Core Portfolio Tool appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors. The post Private Markets: Why Retail Investors Should Stay Away appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference. The post A Strategic Buyer’s Guide to PE Exits appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
AI can help LPs structure data, enhance due diligence, and improve oversight, while keeping human judgment central.| CFA Institute Enterprising Investor
The rise of continuation funds reflects private equity's longer hold periods for assets amid higher rates and narrowing exit strategies. The post Private Equity’s New Exit Playbook appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Bitcoin challenges financial orthodoxy, valuation models, and regulation, forcing professionals to rethink what money and value really mean. The post Why Financial Advisors Struggle to Embrace Bitcoin’s Rise appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Get Your FREE Copy of the latest Research Paper from DUNN Capital . IT's TRUE 👀 – most CIO's read 50+ books each year – get your copy of the Ultimate Guide to the Best Investment Books ever written here. And you can get a free copy of my latest book “The Many Flavors of Trend […] The post Liquidity, Leverage, and the End of Safety ft. Mark Rzepczynski appeared first on Top Traders Unplugged.| Top Traders Unplugged
Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies. The post Top 10 Blogs from Q3: Private Market Reckoning, Fed Pivots, the Case for Low-Vol appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Five forces shaping investor sentiment in 2025: AI hype, rising fees, market timing, behavioral traps, and renewed focus on discipline. The post From AI FOMO to Fee Fatigue: Investor Sentiment 2025 appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Tokenized money market funds promise faster settlement and flexibility but face hurdles in scale, regulation, interoperability, and true market adoption. The post Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
September 2025 delivered another strong month across most asset classes, with World Stocks gaining +3.62% and U.S. Stocks posting a solid +3.56% return. The continued strength pushed World Stocks to an impressive +26.40% year-to-date performance. Managed Futures posted their best month of 2025 with a +3.41% gain in September, building on August’s positive momentum. This […] The post SEPTEMBER RALLY CONTINUES: MANAGED FUTURES SURGE 3.4% AS MOMENTUM BUILDS appeared first on RCM Alternatives.| RCM Alternatives
Four days on the beach, 5,000+ financial leaders, and countless conversations that reshaped how we think about advice, growth, and technology, Future Proof Festival 2025 in Huntington Beach delivered on every front—even for us futures folks at what was decidedly a stock/bond/ETF fest. The energy this year was undeniable. RIAs, enterprise firms, fintech innovators, capital […] The post Bringing Futures to Future Proof Festival 2025: Where Wealth Management Meets Its Future appeared first o...| RCM Alternatives
Digital assets are reshaping portfolios, challenging valuation models, and pressuring regulators—from cryptocurrencies to stablecoins. The post Book Review: Digital Assets: Pricing, Allocation and Regulation appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Private credit funds with ties to local European markets can look to underserved lower mid-market enterprises to generate alpha.| CFA Institute Enterprising Investor
When we first opened Dunn Capital's latest paper on trend following, we'll admit we braced ourselves for another round of the usual talking points. You know the ones: "negative correlation," "crisis alpha," "diversification benefits"—all true, but frankly, we've heard it all before. The trend following community has been singing from the same hymnal for decades, and honestly, it was getting a bit tiring.But then we got to the high volatility argument, and suddenly we were paying attention. ...| RCM Alternatives
Private equity’s leverage, opacity, and continuation vehicles raise systemic risks that may erode returns and complicate portfolio management. The post Private Capital and Systemic Risk appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
After suffering massive outflows, Asia’s quant firms are outperforming again, especially in China.| Digital Finance
Nonprofit portfolios underperform. A clear investment philosophy may be the key to breaking the cycle.| CFA Institute Enterprising Investor
Alternative investment funds enhance availability and transparency, and family offices are finding them helpful in portfolio design| Canadian Family Offices
How over-diversification and redundant active management created a monstrous inefficiency in US public pension investing—at taxpayers’ expense. The post Frankenstein’s Index Fund appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
For global investors, the signal is clear: Africa’s moment is here. The only question is, will you be part of building it? The post Private Markets, Public Promise: Africa’s Investment Inflection Point appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Timely insights on portfolio risk, inflation hedging, and market cycles—grounded in financial history and written for investment decision-makers.| CFA Institute Enterprising Investor
Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.| CFA Institute Enterprising Investor
Singapore’s proposal to democratize private markets signals a shift in retail investing—raising opportunities and risks for investors, managers, and regulators.| CFA Institute Enterprising Investor
Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.| CFA Institute Enterprising Investor
Private credit's accelerated growth raises critical questions about liquidity, transparency, and systemic risk.| CFA Institute Enterprising Investor
Women investors are redefining alternatives with bold leadership, values-driven decisions, and long-term impact.| CFA Institute Enterprising Investor
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.| CFA Institute Enterprising Investor
Here’s a curated look at where institutional investing is under strain—and where forward-looking strategies offer paths to improve performance, oversight, and alignment.| CFA Institute Enterprising Investor
Looking for Dataminr stock? It's a private company, but investors can still gain access. Here's how to buy Dataminr stock.| WallStreetZen
As Ferris Bueller famously said, "Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it."In that spirit, we thought we’d take a minute and look around at this impressive stock market we’re in. The stock market has been absolutely roaring. The S&P 500 is up about 30% this year (+28.07% through December 9th), and has surged more than 75% since the depths of September 2022. How does this spectacular run stack up historically?Breaking Down the NumbersL...| RCM Alternatives
Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge| CFA Institute Enterprising Investor
Insitutional investors who have doggedly pursued active management should heed the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”| CFA Institute Enterprising Investor
Rather than running away from illiquidity, investment professionals, investors, and regulators alike should recognize its potential benefits and consider a more balanced approach.| CFA Institute Enterprising Investor
In this year’s spring budget, the Chancellor announced that the way holiday lets are taxed will change, so will that take the shine off the sector? Short-term lets, also known as holiday lets, experienced something of a surge in popularity over recent years, accelerated by the onset of the Covid pandemic. As overseas travel became... Read more »| BuyAssociation Group
AI is exploding. If you're interested in AI investing, this is the post for you. This comprehensive guide includes the best AI stocks, ETFs, and private market investments.| WallStreetZen
Diversifying your portfolio can be a successful strategy for investors, and HMO property investment has become a popular option for many.| BuyAssociation Group
