Section
Private Markets
20 posts
Alfred Lee: Constructive, But Cautious—Navigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
“Driving Blindfolded or Playing to Win?” — JPM and KKR See the Same Road, But Choose Different Gears
Markets climb a wall of worry.
How to Stay Ahead in a Shifting World: KKR’s Roadmap for the New Market Reality
In its May 2025 Insights report, titled The Art of Learning, KKR’s Global Macro & Asset Allocation team…
Inside the Mind of Tony Davidow: Why Private Markets Matter More Than Ever
For once, Tony Davidow found himself on the other side of the microphone. In a special episode of…
The Long Game: Why Private Markets May Thrive in Market Turmoil
by Alexander Chaloff, Chief Investment Officer, Head of Investment & Wealth Strategies, AllianceBernstein Private investments demand patience, but…
ETF Views: Factors, Alts, Derivative Onions & Bugs
Listen on The Move In this episode Pierre Daillie sits down with Tony Dong, founder of ETF…
Rethinking Diversification: Navigating Correlation, Concentration, and Crisis in Modern Portfolios
Long revered as the only free lunch in finance, diversification now finds itself on trial, its once-unquestioned wisdom…
The Liquidity Myth: Why the Future of Investing is Private
The landscape of wealth management is undergoing a profound shift. As traditional 60/40 portfolios come under scrutiny and…
Som Seif: Debunking Private Markets - Opportunities and Myths
Listen on The Move In this episode Som Seif, CEO of Purpose Investments, joins us to challenge…
Private Markets: Opportunities and Risks in a Transitional Financial Landscape
Listen on The Move Private markets are undergoing a seismic shift, with assets poised to surge from…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Rethinking Wealth: Unlocking the Power of Private Markets with Tony Davidow
Listen on The Move In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives…
Women & Alts: A Global Perspective with Barbara Stewart
Listen on The Move In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA,…
Dennis Mitchell: The Challenges of Navigating the Current Investment Climate
Listen on The Move Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various…
