Records on the Tape. Savings at a Three-Year Low.

Published on June 3, 2026

For the dollar-denominated investor weighing how to position for the back half of 2026, last week tightened a thesis we have been building all year.

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Reducing equity exposure during periods of elevated risk is not the same as market timing. The financial industry has spend decades blurring that distinction.

What Are Investors Really Getting from Private Markets?

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Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including from public markets. But recent fund redemptions have reinforced that illiquidity isn’t theoretical, raising questions about the benefits of giving up liquidity. We see several—but investors must understand the trade-offs.