iCapital

Two markets in one: AI-related weakness has contrasted with strength across much of the broader market.

The latest Market Pulse examines why recent volatility may signal stress, but not yet capitulation, and what could come next: bit.ly/3Us8g1b

Private markets are evolving. So is the way investors access liquidity.

Erik Hirsch, Executive Co-Chairman of @hamilton_lane, joins @sonalibasak, Chief Investment Strategist and host of The Bridge, to discuss secondaries, evergreen funds, manager selection + more: bit.ly/47YiBVM

Are public and private credit really converging? 26North’s Head of Private Credit, Brendan McGovern, isn’t convinced.

He joins host and Chief Investment Strategist @sonalibasak on The Bridge to discuss what makes private credit distinct and why those differences matter: bit.ly/4BAO0ew

Can AI make advisors better instead of replacing them?
In Ep. 26 of The Bridge, @sonalibasak and Lawrence Calcano discuss AI, private markets, tokenization, advisor education, and what's next for wealth management. Watch: bit.ly/4zEDzEK

iCapital's Q4 Investment Views is now available. Growth remains resilient, but higher oil prices, elevated yields, and a consumer increasingly reliant on savings leave less room for error. In the latest edition, we examine:

✔️ Why public-market upside is becoming more selective
✔️ How the rate outlook has changed
✔️ What improving, but uneven, private-market conditions mean for investors
✔️ Where hedge funds continue to offer diversification benefits

Read the full report: bit.ly/4yrBlHJ