All posts in Income Strategies

Private equity (PE) ownership fundamentally reshapes a company’s financial profile, but understanding the true implications requires a deeper dive into balance sheet mechanics. This final installment in my three-part series…

Climate risk has emerged as one of the most formidable challenges of our time, affecting economies, financial systems, and societies at large. From rare catastrophic physical events to sudden shifts…

What’s the smartest thing you ever did, and how did it impact your financial future? For International Women’s Day 2025, I interviewed 27 women and 27 men from diverse backgrounds…

As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors, particularly in wealth management, a field that has historically been…

As we celebrate International Women’s Day, it is essential to reflect on the strides made by women in various sectors, particularly in wealth management, a field that has historically been…

Climate risk has emerged as one of the most formidable challenges of our time, affecting economies, financial systems, and societies at large. From rare catastrophic physical events to sudden shifts…

Foreign exchange (FX) markets are shaped by liquidity fluctuations, which can trigger return volatility and price jumps. Identifying and predicting abnormal FX returns is critical for risk management and trading…

Hedge funds are often marketed as high-return, low-correlation investments that can provide diversification benefits to traditional portfolios. Investors must look beyond the marketing pitch, however, to fully understand the risks…

As defined contribution (DC) plans continue to evolve, plan sponsors face increasing complexity in managing retirement benefits. With $12.5 trillion in assets (3Q 2024) and accounting for one-third of all…