Hedge Funds in 2026: Which Strategies Are Working and Why?
Despite fee and liquidity concerns, hedge funds remain a valuable asset class for diversified portfolios. In early 2026, healthcare‑focused funds and merger‑arbitrage strategies posted the strongest performance, reversing lagging results from 2025. The Wealth Enterprise Briefing emphasizes evaluating hedge funds against the macro environment they target rather than static benchmarks, noting that the 12‑year flat S&P period supports continued exposure during equity bull markets. Investors are urged to weigh these dynamics before allocating capital.
What Should Investors Make of the Market’s Pendulum Swing?
Global equity markets rallied as a Middle East ceasefire eased energy‑shock fears. Interest rates retreated after a 40‑plus‑basis‑point hike, supported by strong consumer spending, 178,000 March jobs, and rising PMIs. Diversified portfolios across equities, infrastructure, commodities and gold proved resilient....
Emerging Markets Outlook: Has the Asset Class Finally Turned a Corner?
Emerging‑market equities have finally outpaced U.S. stocks, delivering their widest performance gap in years after a decade‑plus of under‑performance. The Wealth Enterprise Briefing attributes the shift to stronger balance sheets, improved profitability and accelerating earnings momentum. The composition of the...
Mel Lagomasino in Crain Currency: Separating Fundamentals From Sentiment in 2026
WE Family Offices CEO Mel Lagomasino argues that family offices must separate genuine fundamental shifts from market noise to preserve long‑term stewardship. He warns that reactive, sentiment‑driven decisions can undermine carefully built allocation strategies and dilute multigenerational compounding. The piece...
A Month Into the Conflict: What Has Actually Changed?
A month after the Iran conflict escalated, oil prices jumped from $65 to $98 per barrel, prompting the Federal Reserve to raise its inflation outlook. Treasury yields rose 50 basis points in three weeks, eroding bonds' safe‑haven status. Market expectations...