Diversification is SO Back

Published on July 15, 2025

The normalization of macro forces like inflation, a smaller Fed balance sheet and interest rates will make portfolio diversification cool again.

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Still A Once-in-a-Generation Opportunity

July 15, 2025
We continue to believe we are seeing a rare opportunity in EM local debt, and our conviction has been strengthened by the Trump administration’s trade and economic policies, which suggest continued dollar weakness and relative strength for EM local currencies.

M&A Advisory Gladstone Launches $500 RIA Seller Connection Service

July 15, 2025
M&A consultancy Gladstone Group will put RIA sellers up for buyer review for an upfront $500 fee, calling it a “democratization” of the rampant deal space.