The Lender Becomes the Owner
Why Private Credit’s Next Phase Will Be Decided by Workouts, Not Origination, and What That Means for Income Portfolios Across the Americas
Core in Name Only: Why the Most Wanted Allocation in Private Markets Is Not the Asset Class Most Portfolios Think They Are Buying
Infrastructure has become one of the most sought-after allocations in private markets, but the asset class is changing. As capital shifts from core toward core-plus and value-added strategies, investors need to look beyond the infrastructure label to understand what they are actually buying.
The Price Is the Product: The Next Test for Evergreen Funds
Why Valuation Governance, Not Liquidity, Is the Next Test for Evergreen Funds Across the Americas
Alternatives Go Mainstream: Scaling Private Markets Through Model Portfolios
The shift toward alternatives is not cyclical — it is structural.
Evergreen Funds: The $700B Shift Transforming Private Markets
The $700 Billion Quiet Revolution Reshaping Private Markets — And Why Your Clients Can’t Afford to Ignore It
The Retirement Pivot | Private Markets Enter U.S. DC Plans
How U.S. Defined-Contribution Plans Are Opening to Private Markets — and the Parallel Lesson from Latin American Pension Reform