“Nothing Recedes Like Success”

In the 1980’s and 1990’s, private equity and hedge fund strategies were new and novel. They were the province of only the most sophisticated investors and very little understood. They were small, relative to public equity mutual funds, and their methods for making money were unique. As such, they were incredible places to put money….

The Riskalyze Report: Advisors dump utilities, buy floating rates

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I…