Jordan Hale

Evergreen funds are capturing retail demand for private market access, but the liquidity engineering behind these structures carries risks that…

Interval funds are reshaping how RIAs access private credit and illiquid assets. Here's why the structure works - and where…

Timber REITs are drawing renewed attention from pension managers seeking inflation protection through hard assets with biological returns and carbon…

Municipal bond insurance is making a comeback after the 2008 collapse wiped out most of the industry. Here's what's driving…

Commodity Trading Advisors are building systematic strategies around carbon credit futures, drawn by trend behavior, decorrelation from equities, and structural…

Family office treasurers are making sovereign bond laddering a core fixed-income strategy, using staggered government bond maturities to lock in…

Retail investors are returning to closed-end preferred stock funds, drawn by discounted NAVs and high distribution yields as rate pressure…

Hedge funds are buying distressed commercial real estate debt at steep discounts. Here is how the strategy works and where…

Private equity firms are acquiring distressed loan portfolios from regional banks under pressure from regulators and the interest rate environment.…

Pension funds are targeting toll road concessions for inflation-linked, long-duration returns. Here's why the asset class works and where the…