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From the Consultants’ Desk: Trends in the Private Equity Market

Even investors not involved with private equity can be affected by the interplay with the public equity side, particularly in the US growth space.

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From the Consultants’ Desk: Investment Portfolio Construction Trends at Midyear

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

Portfolio Rebalancing Using Derivatives: Futures Overlays

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.