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Macro Trends

Reality Bites, Economic Version

Jay Kloepfer
3 min 27 sec
This post analyzes the economic outlook as we head into the second half of 2026.
Private Markets

Affordable Housing: An Expanding Opportunity for Institutional Real Estate Portfolios

Aaron Quach
3 min 13 sec
This post summarizes our white paper on affordable housing.
Operations

How Your Public DB Plan Compares | 1H26 Update

Public DB Plan Focus Group
2 min 22 sec
An analysis of public DB plan performance through 1H26 and over longer time periods.
Operations

Dual Share Classes in the U.S.: What, Why, and How

Bo Abesamis III
6 min 22 sec
How dual share class structures can benefit investment managers and institutional investors.
Private Markets

What the New Housing Law Means for Institutional Investors in Single-Family Rentals

Aaron Quach
4 min 34 sec
This post assesses the new federal housing law and what it means for institutional investors.
Operations

Tokenization: What It Actually Means for Institutional Investors

Alvaro Vega
4 min 34 sec
This post explains how tokenization will affect institutional investors.
Public Markets

Stocks See Double-Digit Gains; Fixed Income Also Rises

Kyle Fekete
2 min 34 sec
How global equity and fixed income markets did in 2Q26, and the outlook for the rest of the year.
Macro Trends

‘The Spice Must Flow’

Kyle Fekete
5 min 47 sec
An analysis of the global economy in 2Q26.

Defined benefit

Macro Trends

Reality Bites, Economic Version

Jay Kloepfer
3 min 27 sec
This post analyzes the economic outlook as we head into the second half of 2026.
Private Markets

Affordable Housing: An Expanding Opportunity for Institutional Real Estate Portfolios

Aaron Quach
3 min 13 sec
This post summarizes our white paper on affordable housing.
Operations

How Your Public DB Plan Compares | 1H26 Update

Public DB Plan Focus Group
2 min 22 sec
An analysis of public DB plan performance through 1H26 and over longer time periods.
Operations

Dual Share Classes in the U.S.: What, Why, and How

Bo Abesamis III
6 min 22 sec
How dual share class structures can benefit investment managers and institutional investors.
Private Markets

What the New Housing Law Means for Institutional Investors in Single-Family Rentals

Aaron Quach
4 min 34 sec
This post assesses the new federal housing law and what it means for institutional investors.
Operations

Tokenization: What It Actually Means for Institutional Investors

Alvaro Vega
4 min 34 sec
This post explains how tokenization will affect institutional investors.
Public Markets

Stocks See Double-Digit Gains; Fixed Income Also Rises

Kyle Fekete
2 min 34 sec
How global equity and fixed income markets did in 2Q26, and the outlook for the rest of the year.
Macro Trends

‘The Spice Must Flow’

Kyle Fekete
5 min 47 sec
An analysis of the global economy in 2Q26.

Defined contribution

Macro Trends

Reality Bites, Economic Version

Jay Kloepfer
3 min 27 sec
This post analyzes the economic outlook as we head into the second half of 2026.
Operations

Dual Share Classes in the U.S.: What, Why, and How

Bo Abesamis III
6 min 22 sec
How dual share class structures can benefit investment managers and institutional investors.
Operations

Tokenization: What It Actually Means for Institutional Investors

Alvaro Vega
4 min 34 sec
This post explains how tokenization will affect institutional investors.
Public Markets

Stocks See Double-Digit Gains; Fixed Income Also Rises

Kyle Fekete
2 min 34 sec
How global equity and fixed income markets did in 2Q26, and the outlook for the rest of the year.
Macro Trends

‘The Spice Must Flow’

Kyle Fekete
5 min 47 sec
An analysis of the global economy in 2Q26.
Public Markets

Big Changes After the 2026 Russell June Reconstitution

Nicole Wubbena
6 min 22 sec
The Russell June 2026 reconstitution introduced significant changes to its U.S. stock indices.
Public Markets

Mega-IPOs Are Changing Index Rules. Will Your 401(k) Feel It?

David Wang
5 min 38 sec
The incoming wave of mega-IPOs is forcing major index providers to rethink how quickly newly public companies should enter widely tracked benchmarks.
Public Markets

Emerging Markets Did Not Want to Be Left Out of the Concentration Party

Paul Choi
6 min 27 sec
Emerging markets are almost as concentrated as U.S. markets, but in a different way.

Nonprofit

Macro Trends

Reality Bites, Economic Version

Jay Kloepfer
3 min 27 sec
This post analyzes the economic outlook as we head into the second half of 2026.
Private Markets

Affordable Housing: An Expanding Opportunity for Institutional Real Estate Portfolios

Aaron Quach
3 min 13 sec
This post summarizes our white paper on affordable housing.
Operations

Dual Share Classes in the U.S.: What, Why, and How

Bo Abesamis III
6 min 22 sec
How dual share class structures can benefit investment managers and institutional investors.
Private Markets

What the New Housing Law Means for Institutional Investors in Single-Family Rentals

Aaron Quach
4 min 34 sec
This post assesses the new federal housing law and what it means for institutional investors.
Operations

Tokenization: What It Actually Means for Institutional Investors

Alvaro Vega
4 min 34 sec
This post explains how tokenization will affect institutional investors.
Public Markets

Stocks See Double-Digit Gains; Fixed Income Also Rises

Kyle Fekete
2 min 34 sec
How global equity and fixed income markets did in 2Q26, and the outlook for the rest of the year.
Macro Trends

‘The Spice Must Flow’

Kyle Fekete
5 min 47 sec
An analysis of the global economy in 2Q26.
Public Markets

Big Changes After the 2026 Russell June Reconstitution

Nicole Wubbena
6 min 22 sec
The Russell June 2026 reconstitution introduced significant changes to its U.S. stock indices.

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