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      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports

      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports
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      It’s Not Business as Usual for BDCs
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      Here’s Where LPs See Opportunities in an Uncertain Market
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
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      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’
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      Volatile First Half Leaves Credit Hedge Funds Lagging, Despite Pockets of Strength
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      Winners Emerge, But Many CTAs Are Deep in the Red Through June
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      KKR: ‘Don’t Hedge Risk Assets with Government Bonds’ 
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      The Rise of Oil Options: Why More Traders Are Getting Involved
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      Private Markets, Public Access
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      Will 2025 Be the Year of Diversification in Equities?
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      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
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      Model Portfolios to Deliver Alternative Asset Exposure
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      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
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      Open Architecture and Next-Gen Technology Help Support Model Delivery
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      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution
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      RWJBarnabas Health’s Kathleen Jacobs Is Building up PE, Eyeing Overseas Assets 
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      Josh Resnick’s Jericho on Fire With Back-to-Back Breakout Months
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      Third Point Is Not the Firm You Think It Is
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      Biopharma Funds Split as Some Surge, Most Sink
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
      A Closer Look at Talent Agency CAA's New Family Office Service

      A Closer Look at Talent Agency CAA's New Family Office Service
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      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
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      Is the PE Machine Broken?
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      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO
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      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio
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      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?
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      Seattle Children’s CIO Puts Conviction Over Diversification
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      Cleveland Clinic Alum Joins Sanford Health as First CIO
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      Hinge Health’s Planned IPO Attracts a Trio of High-Profile Investors
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      The Rise of Oil Options: Why More Traders Are Getting Involved
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      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
      Electron Energized in the Second Quarter

      Electron Energized in the Second Quarter
      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO

      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO
      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’

      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’
      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System

      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
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      Georgetown Names Lehigh Investment Chief to Oversee $4B Endowment
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      MSU CIO Philip Zecher’s Scientific Method
      Yale Law School Dean to Head Ford Foundation

      Yale Law School Dean to Head Ford Foundation
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      Maryland Retirement Appoints New (And Familiar) Acting CIO
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      Infrastructure Debt Positioned Well for the Year Ahead
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      Managers Bet Big on Asset-Based Lenders
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      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
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      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      The Troubles Plaguing Private Capital Create a Windfall for Secondaries

      The Troubles Plaguing Private Capital Create a Windfall for Secondaries
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      REITs Are in a Rut
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      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
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      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
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      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
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      ‘More Compelling Entry Point’ Coming, Says Discovery
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      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Third Point Boosts Market Bets in May

      Third Point Boosts Market Bets in May
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      Seattle Children’s CIO Puts Conviction Over Diversification
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      New Vontobel SFA Chief Courts Investors Diversifying Away From the U.S.
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      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month
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      Lawyer Hopes Case Against LSV Could Be Catalyst for Change
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
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      Winners Emerge, But Many CTAs Are Deep in the Red Through June
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      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha
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      What History Reveals About U.S. Debt Downgrades
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      Is the SPAC Comeback for Real?
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      How Tax Changes Will Upend Investing at Endowments and Foundations
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      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
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      Josh Resnick’s Jericho on Fire With Back-to-Back Breakout Months
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      New Analysis Suggests PE Funds Are More Volatile Than We Think
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      Biopharma Funds Split as Some Surge, Most Sink
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      Here’s Where LPs See Opportunities in an Uncertain Market
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      Larry Robbins’s Hedge Fund Is Still in the Red
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      Volatile First Half Leaves Credit Hedge Funds Lagging, Despite Pockets of Strength
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      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves
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      RWJBarnabas Health’s Kathleen Jacobs Is Building up PE, Eyeing Overseas Assets 
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      Josh Resnick’s Jericho on Fire With Back-to-Back Breakout Months
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      Third Point Is Not the Firm You Think It Is
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      Biopharma Funds Split as Some Surge, Most Sink
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      It’s Not Business as Usual for BDCs
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      Here’s Where LPs See Opportunities in an Uncertain Market
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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha
      A Closer Look at Talent Agency CAA's New Family Office Service

      A Closer Look at Talent Agency CAA's New Family Office Service
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      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
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      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025
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      Investors Reach for What They Recognize
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      CFOs and COOs Show Less Favor in Emerging Markets
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      Out with the Old, in with the New
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      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Allocators and Asset Managers Tell Us What Concerns Them Most
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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
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      What Happens When Public Capital Steps Back? The New Risk Equation in Women’s Health Investing
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
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      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System
      Judy Chambers, Managing Director, Meketa Investment Group

      Judy Chambers, Managing Director, Meketa Investment Group
      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation

      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation
      Kasia Karapuda, Director of Investments, Oberlin College Investment Office

      Kasia Karapuda, Director of Investments, Oberlin College Investment Office
      Kristin Agatone, Chief Investment Officer, Lehigh University

      Kristin Agatone, Chief Investment Officer, Lehigh University
      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury

      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury
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      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
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      Strategic Gaps and Leadership Blind Spots
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      Shifting Product Priorities: What Firms Have Added in the Last Five Years
      CIOs Tell Us What Concerns Them Most in 2025

      CIOs Tell Us What Concerns Them Most in 2025
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Bear Market Warning Signals Begin to Emerge
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
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      Valuations Have Dropped, but Not Enough to be “Cheap”
      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports

      Energy-Hungry India Offers Opportunities for U.S. Oil, Natural Gas Exports
      Why Small-Caps Could Outperform in the Next Economic Cycle

      Why Small-Caps Could Outperform in the Next Economic Cycle
      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy

      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves

      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves
      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha

      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha
      What History Reveals About U.S. Debt Downgrades

      What History Reveals About U.S. Debt Downgrades
      Podcast: Uncovering Opportunities in Direct Real Estate

      Podcast: Uncovering Opportunities in Direct Real Estate
      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity

      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity
      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
      U.S. Imports Surge Amid Tariff Uncertainty

      U.S. Imports Surge Amid Tariff Uncertainty
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
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  • About Us
Michael Thrasher
A Sea Change in Wealth Management Paused By the Pandemic
Advisors were creating more financial plans before Covid-19. A new report predicts what will happen in the second half of 2020.
Michael Thrasher June 25, 2020

Advisors were creating more financial plans heading into 2020. But the Covid-19 pandemic slowed that activity in the first half of this year, according to a new report, which also predicted a turnaround.Over the past 12 months, more than 75% of advisors increased the number

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