Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets.
Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date.
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Apr 08, 2024
Mixed economic signals give rise to cautious optimism.
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Apr 08, 2024
Higher interest rates bring fixed income and alternative investments into the spotlight again.
Around four dozen new ETFs launched in March. The majority are equities-based with a handful based off bonds or other asset types.
Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.
Gert van der Geer explains how financial advisors can incorporate thematic investments in their client’s investment portfolios.
