Semiliquid funds offer investors greater access to private markets than mutual funds and exchange-traded funds, but we assess these funds’ investment processes in much the same way. There are a few ...

Global macro hedge funds employ a top-down investment approach, focusing on macroeconomic factors and political events to make investment decisions. This approach involves analyzing economic ...

[AI applications have been embedded across all areas of the financial services industry, including investment research. The need is clearly there as the investment markets offer a large quantity of ...

Since 1995, we’ve had three major bull markets, two major bear markets and experienced the near-collapse of the world financial system in 2008. Not surprisingly, many advisors are scratching their ...

Asset managers are getting more sophisticated in the ways they are using artificial intelligence to help create research and due diligence on potential investments. Managers have long used AI for ...

Why investors may have an 'uneasy' feeling about markets right now. Are technical dynamics rather than fundamentals driving certain equity pullbacks? The rise of the 'anti-AI' trade and what it means ...

Upvest is working with Revolut so that the digital banking platform can expand its wealth and trading product offering by introducing ETFs and fractional European stocks for the first time. In the 6 ...

New York, London, Copenhagen, January 14, 2025 – Buy-side organizations worldwide require more information on how to integrate AI into the investment processes, reveals the InvestOps Report, ...

There is an old saying: "A camel is a horse designed by a committee." And that’s more or less why top wealth management firms follow strict and structured practices to make sure their investment ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

Real estate is considered an attractive investment option because of the potential benefits the market provides. When done right, buying an investment property can be an effective way to build wealth ...