Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

11 Oct 2022

#tlt #us #treasuries

The iShares 20+Year Treasury #etf ($TLT) is now trading below $100. This is a -41% drawdown from 2020 peak. This ETF used to be the favorite diversifier in the pre-2021 world. Source: The Market Ear, Refinitiv

11 Oct 2022

#private-assets

Despite (or thanks to) recent dislocations in financial markets, the private markets industry is set to grow at a 12% CAGR, to $17tr AUM by 2026. UHNWI and HNWI are way behind endowments and Sovereign Wealth Funds in terms of allocation to private markets.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks