The word volatility is not something that’s foreign to the small-cap market. However, with the rise of the meme stock phenomenon making headlines earlier this year, many people around the world have likely been keeping their eyes out for unique opportunities in the market. But when it comes to small caps, what other investment tools might be available to new and seasoned investors alike? Could there be a case for passive management amid the current economic cycle? Or does active management seem necessary, especially given the rise of speculative stocks in the market? On this episode of Disruptive Forces, Judy Vale, Senior Portfolio Manager of small-cap strategies, joins Anu Rajakumar to discuss the small-cap market in greater detail, including not only the opportunity set but how investors can potentially find hidden gems amid the vast world of small-cap stocks.
Investors Cannot Ignore the Debt-Sustainability Question
Despite a pullback in bond yields, clients at our Solving for 2024 event were still uncertain about how to invest in a world of runaway government debt.
The Art of Giving in Philanthropy
(24:54) Charitable contributions are a vital source of capital for non-profit organizations, but how do investors consider allocating to these causes within their portfolio construction?
The Liquidity Squeeze in Secondaries
(23:05) As the thirst for liquidity solutions intensifies, are we on the brink of a major market growth spurt in Private Equity Secondaries?