Investment

JFG’s CIO Dominic Ceci discusses the $10 billion RIA’s rules-based rebalancing approach, the opportunity he sees in reinsurance, and the decision to phase out the cash allocation over the next year.  

The Fifth Circuit Court of Appeals struck down the SEC’s Private Fund Adviser Rules this week, but clients still need transparency.

The pace of buyouts is slowing and some private credit funds are struggling to return cash to their investors.

Portfolio managers have poured money into the active sector for 50 consecutive months after a $22 billion allocation in May, data compiled by Bloomberg Intelligence show.

REITs posted total returns north of 5% for the month, although they remain in negative territory year-to-date.