Skip to main content
Category

Portfolio Construction

Private Credit: Why the Hype Deserves a Healthy Dose of Skepticism InvestmentsPortfolio Construction
February 3, 2026

Private Credit: Why the Hype Deserves a Healthy Dose of Skepticism

Private Credit: Why the Hype Deserves a Healthy Dose of Skepticism Over the past few years, a flood of new funds, webinars and glossy slide decks has pushed private credit to centre stage. The sales pitch is seductive: annual yields near 10%, steady monthly distributions and almost no price swings.…
Private Equity Concerns InvestmentsPortfolio Construction
January 31, 2026

Private Equity Concerns

Private Equity: Separating Marketing Myth from Investable Reality Private‑equity (PE) funds promise top‑tier returns, diversification and privileged access to “alpha.” Yet the data tell a more realistic story: net results that mirror public, levered, small‑cap value stock funds, sky‑high fees, very wide manager dispersion and accounting tricks that make performance look…
Hidden Risks of Concentrated Investment Positions InvestmentsPortfolio Construction
January 29, 2026

Hidden Risks of Concentrated Investment Positions

Concentration is a Killer Most investors understand that markets can be volatile. What many underestimate is the danger of having concentrated positions in investments in their portfolio. Concentration magnifies every good and bad surprise, and when some people incorporate leverage, it turns ordinary market swings into life‑changing outcomes. Why Familiarity…