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Advisor Perspectives

Advisor Perspectives

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Practitioner perspectives on markets, retirement income, planning, and portfolios.

Recent Posts

Continuation Funds: What They Are and Why They Matter
News•Feb 28, 2026

Continuation Funds: What They Are and Why They Matter

Continuation funds are new private‑equity vehicles that let general partners transfer one or more portfolio companies into a separate fund, extending the holding period beyond the typical ten‑year life. They give limited partners a choice to cash out or roll their investment, while new secondary buyers provide liquidity. The structure helps GPs avoid fire‑sale exits in weak markets and preserve flagship assets for future fundraising. However, the model introduces valuation opacity, concentration risk, and potential fee resets for investors.

By Advisor Perspectives
AI Scare Trade Shatters Two Investing Myths
News•Feb 26, 2026

AI Scare Trade Shatters Two Investing Myths

Bloomberg’s Shuli Ren argues that the AI‑scare trade is reshaping equity valuations, pulling US software stocks lower while South Korea’s Kospi soars 44% this year. The article debunks two entrenched myths: that book value is irrelevant and that aging populations...

By Advisor Perspectives
Morgan on the Road to Exchange
News•Feb 25, 2026

Morgan on the Road to Exchange

Morgan on the Road to Exchange featured an interview with Jennifer Morgan, founder and CEO of Connective Communications. Morgan discussed her innovative “Storyselling” methodology, which blends storytelling techniques with sales strategies. She announced that the workshop will debut at the...

By Advisor Perspectives
Out With the Old: 5 Reasons Wealthy People Should Outsource Financial Administration
News•Feb 25, 2026

Out With the Old: 5 Reasons Wealthy People Should Outsource Financial Administration

The article outlines five compelling reasons why ultra‑wealthy individuals should outsource their financial administration. It argues that the sheer complexity of diversified assets, tax regimes, and regulatory obligations exceeds the capacity of most personal staff. By delegating to specialist firms,...

By Advisor Perspectives
The Hidden Cost of Sounding Too Prepared
News•Feb 25, 2026

The Hidden Cost of Sounding Too Prepared

Advisors who appear overly prepared can unintentionally make client meetings feel pre‑scripted, prompting clients to limit their input. When answers arrive before questions fully form, clients adapt by staying on the surface rather than sharing deeper concerns. Shifting from delivering...

By Advisor Perspectives
BNY’s Eric Hundahl Talks 2026 Market Opportunities & More
News•Feb 25, 2026

BNY’s Eric Hundahl Talks 2026 Market Opportunities & More

BNY Mellon’s senior strategist Eric Hundahl outlined the investment landscape for 2026, emphasizing opportunities across emerging markets, technology, and sustainable assets. He highlighted that easing inflation and stabilizing fixed‑income yields are creating a more favorable risk‑adjusted environment. Hundahl also warned...

By Advisor Perspectives
Navigating the Unusual Twist in S&P 500 Factor Correlation
News•Feb 25, 2026

Navigating the Unusual Twist in S&P 500 Factor Correlation

At the start of 2026 the S&P 500’s traditional factor seesaw has tilted, with high‑beta and low‑volatility stocks moving in tandem rather than opposite directions. Historically, these two factors exhibit strong negative correlation, providing a natural hedge for investors. Recent...

By Advisor Perspectives
US Mortgage Rates Reach Lowest Since 2022, Spurs Refinancing
News•Feb 25, 2026

US Mortgage Rates Reach Lowest Since 2022, Spurs Refinancing

U.S. mortgage rates slipped last week to roughly 6.5%, the lowest level recorded since 2022, igniting a wave of refinancing activity. The decline aligns with the Federal Reserve’s recent pause on interest‑rate hikes and softer inflation readings that have eased...

By Advisor Perspectives
JPMorgan, BofA Favor Venezuela Bonds With More Unpaid Interest
News•Feb 25, 2026

JPMorgan, BofA Favor Venezuela Bonds With More Unpaid Interest

JPMorgan Chase & Co. and Bank of America are urging clients to buy Venezuelan global bonds that carry large amounts of unpaid interest, known as accrued coupons. The banks argue that these distressed securities could deliver outsized returns if Venezuela...

By Advisor Perspectives
AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says
News•Feb 25, 2026

AI Threat Signals Investors Should Shift Bets to Builders — Not Coders, UBS Wealth CIO Says

Ubis Wealth Management’s CIO Ulrike Hoffmann‑Burchardi warns that artificial intelligence is eroding the moat of software‑centric businesses. She argues that AI‑driven automation will compress margins for firms reliant on code, while physical‑world operators—miners, power producers and industrial manufacturers—stand to gain...

By Advisor Perspectives