facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

THE LATEST FROM THE

Keep It Simple Blog

Sign Up to Receive the Newsletter


August 2024 Private Performance Thumbnail

August 2024 Private Performance

August 2024 was a volatile month for public markets, but private investments stood strong. Our clients' portfolios, ranging from private equity to real estate and credit, delivered solid returns despite market turbulence. Discover how funds like BlackRock Private Investments Fund and iDirect Private Markets Fund navigated these challenges and positioned for future growth.

Read More
July 2024 Private Performance Thumbnail

July 2024 Private Performance

The recent volatility in public markets is a stark reminder of how unpredictable things can be. With the S&P 500 and NASDAQ experiencing sharp declines, private investments provide a stable, diversified solution. Our latest blog explores how private equity, real estate, and credit can smooth out the ride for your portfolio and highlights key investment opportunities in biotechnology, renewable energy, and more.

Read More
April 2024 Private Performance Thumbnail

April 2024 Private Performance

April marked the first market correction since October 2023, with the S&P 500 and NASDAQ-100 both experiencing declines. Despite these headwinds, our private investments demonstrated resilience. BPIF continued its positive streak, while BREIT and Global Cities increased their dividends, providing steady income for our clients. Carlyle and Blackstone's funds showed positive growth, and the Priority Income Fund raised its dividend significantly. Amid the public market downturn, our private investments offered stability and income growth, helping to balance our portfolios against the volatility.

Read More
March 2024 Private Performance Thumbnail

March 2024 Private Performance

In light of global uncertainties and a volatile market landscape, this blog explores the stabilizing potential of private funds amidst ongoing geopolitical tensions and economic fluctuations. We delve into how private equity, real estate, and credit sectors have performed robustly despite challenges, providing investors with a blend of higher returns, lower volatility, and non-correlation with public markets. Particularly notable is the performance of private credit funds and the strategic resilience of private real estate investments.

Read More