Can strategic asset location lessen the impact of tax friction?

• Article

Mar 31, 2026

Seth Buks, CIMA®, Head of Advisor Consulting and Development

Take a fresh look at what it takes to reduce wealth erosion

A stress test for private credit markets

• Article

Mar 26, 2026

Jason Callan, Senior Portfolio Manager, Head of Structured Assets, Head of Core and Core Plus

Kris Moreton, CFA, Senior Vice President, Client Portfolio Manager

The recent sell-off in private credit markets illustrates how liquidity, leverage and structural design drive different investment outcomes.

Middle East: Markets brace for extended disruption

• Article

Mar 19, 2026

William Davies, Global Chief Investment Officer

Middle East tensions are jolting energy markets. With oil flows uncertain, disciplined investors should stay anchored in fundamentals, not headlines.