Publications
Publications
Latest Articles
More Than Performance
Advisors: new CEG Insights research shows 28.7 percent of clients would leave an advisor who outsources investment management without ...
Behavior Beats Education
Retirement planners: how sequence-of-returns risk and early inflation shocks can cut a retiree's safe withdrawal rate by half a percentage ...
The Impact of Market and Spending Shocks on Retiree Portfolios
Retirement planners: how sequence-of-returns risk and early inflation shocks can cut a retiree's safe withdrawal rate by half a percentage ...
Predictably Unprofitable
Advisors: three researchers explain why prediction markets like Polymarket and Kalshi reward market makers, not the retail traders drawn to ...
Crypto in the Portfolio
Advisors: how spot bitcoin ETFs and the GENIUS Act are changing digital asset allocation, and what a 5 percent bitcoin position does to ...
Beyond Borders
Advisors: how jurisdictional diversification helps U.S. clients manage legal, tax, and currency concentration risk without requiring anyone ...
CLO Equity
Advisors: how CLO equity's structural arbitrage delivers mid-teens cash yields, and where it fits between private credit and private equity ...
Private Infrastructure
Advisors: how digitalization, decarbonization, and asset deconsolidation are driving private infrastructure AUM toward $1.5 trillion for ...
Stagflation-Light
Advisors: why inflation risk from Iran-related energy shocks could push CPI toward 4 percent in 2026, and how a stagflation-light scenario ...
Total Portfolio Approach and Its Applications for Wealth Management
Wealth managers: how the total portfolio approach used by CalPERS and sovereign wealth funds applies to individual client accounts and ...
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