Section
Private Equity
43 posts
Private Longer, Public Later: What Vanguard's 2026 Midyear Update Means
The center of gravity in equity markets has shifted. That is the central argument in Vanguard's 2026 private…
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Crowded Road to Small: Why Public Microcaps Deserve a Second Look
There is a striking paradox sitting in plain sight in the allocation decisions of sophisticated investors. The intellectual…
KKR: The Toolkit Has to Expand
KKR's Henry McVey on what the next investing regime demands from every portfolio
The Infrastructure Moment: Why Private Capital Is Building the Next Economy
Ares Management's comprehensive guide makes the case that private infrastructure has evolved far beyond highways and power lines — and that the investment opportunity may be as large as anything in private markets today.
"Simple, But Not Easy": BMO GAM Builds the Alts Model Portfolio the Industry Has Been Waiting For
The concept is straightforward. The execution is anything but. BMO Global Asset Management's new alternatives model portfolios—built exclusively for BMO Private Investment Counsel—represent a structural step-change in how institutional-grade alternatives get delivered to wealth management clients.
The ETF Bubble Nobody Is Talking About | Dave Nadig
Listen on The Move The ETF industry has never been more powerful — or more crowded. Dave…
Canada's Private Markets: The Easy Growth Is Over. The Real Work Begins.
iCapital Canada's 2025 survey paints a clear picture — not of a market losing momentum, but of one finally growing up.
Private Markets Are Reshaping Wealth — Are Canadian Portfolios Ready?
Listen on The Go If institutional investors have already shifted toward global diversification and private markets, why…
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…
2026 Private Markets Outlook: Executive summary
Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.
Building Portfolios That Never Say Sorry with Kinsted's Brent Smith
Listen on The Move 🎧 Episode Overview In this illuminating episode of Insight is Capital, host Pierre…
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
Listen on The Move In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and…
Why EQ Beats IQ in Wealth Management with Shana Sissel
Listen on The Move In this powerful episode of Insight is Capital, host Pierre Daillie sits down…
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In…