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The Rising Number of High Net Worth Investors in Pre-IPO Securities
Oct 13, 2023
Why have wealthy investors surged as the leading buy-side participants in this market segment?
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Active Fund Managers Increased Allocations to Healthcare, Residential and Data Center REITs
Oct 12, 2023
Recent Nareit research looked at actively-managed real estate funds, REIT balance sheets and the state of ESG among publicly-traded real estate investors.
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Elite Wall Street Firms Are Surrendering to $7T ETF Boom
Oct 11, 2023
The aim is to exploit the tax efficiency of the ETF wrapper, which means funds rarely incur capital gains tax, instead transferring the burden to investors when they exit.
Bill Gross wrote in his monthly investment outlook that investors should favor gold and real estate over stocks and bonds
Bill Gross Goes From Bond King to Merger-Arbitrage Player
Oct 11, 2023
The co-founder and former chief investment officer of Pacific Investment Management Co. has been growing increasingly vocal in recommending the strategy, which involves betting on the outcome of corporate takeovers. 
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Oct 11, 2023
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Top RIAs on The Current Investing Climate: Crescent Grove Advisors
Oct 06, 2023
Co-CIO Andrew Krei likes higher quality fixed income, venture capital and private equity, while avoiding AI.
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Top RIAs on The Current Investing Climate: Mercer Advisors
Oct 06, 2023
CIO Donald Calcagni likes non-U.S. equities, value stocks and private credit.
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Top RIAs on The Current Investing Climate: Cresset
Oct 06, 2023
CIO Jack Ablin likes private credit, U.S. large caps and public and private equity.
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How the Largest RIAs Are Investing Now
Oct 06, 2023
"Higher-for-longer" interest rates, earnings volatility, multiple expansion... Chief investment officers from nine of the largest RIAs reveal how they are tweaking client portfolios in response to the markets, and detail their best investment...
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How One Multi-Family Office is Approaching a Complex Real Estate Investment Environment
Oct 05, 2023
TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs.
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