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Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does this impact investors?

Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction. In making this transition, five recommendations are presented for those looking to build an investment framework that can be as successful and personally rewarding as building a business.

Forces are converging on private equity and compelling the industry to evolve. Adapting to the dynamic deal landscape, this eBook examines how to approach and maximize deal value at each stage of the acquisition lifecycle. Other emerging pain points and how to negotiate them include:

Real estate can play an important role in diversified portfolios by acting as a hedge against rising prices. However, like other income producing asset classes, rising interest rates can put downward pressure on real estate valuations. Can real estate offer investors inflation protection if the Federal Reserve continues to raise rates to combat higher prices?

Against the global macroeconomic backdrop, there are pockets of investment opportunities—in particular, metal exporters in the frontier markets space. That's because regulation and consumer preferences are creating demand for clean transportation, which will drive strong growth in the metals of the future: copper, aluminum, nickel, cobalt, and lithium. This could bolster the outlook for commodity exporters, and could also improve the prospects for markets with burgeoning mining investments.

High-net worth individuals are not immune to concerns around economic slowdowns. While the first half of 2022 may go down as one of the worst starts for stock and bond markets in history, it has also presented unique opportunities for long-term investors. With sound investment strategy and financial planning, investors can protect and grow their portfolio.

The word volatility has encapsulated the state of the economy and markets for the pandemic years, but 2022 added geopolitical upheaval and economic stabilization measures—including interest rate increases—to the mix. Amid concerns about a recession, how are private equity fund managers preparing?

In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it and the fixed base operators (FBOs) that serve the airports—even in the face of broader economic headwinds. The sector's endurance tracks with what history has shown—that high-net-worth individuals will keep flying. That means strong long-term FBO deal potential and short-term opportunities in the right markets.

In the hospitality space, hotels are a unique asset that can be viewed as an operating business that makes them different and more complex than other real estate assets and holdings. While recovery in the industry has been uneven—with big box meeting hotels struggling and luxury resorts doing well—there are investment opportunities, including the distressed hotels. In this ten minute interview, Clifford Risman and Brian Lucareli discuss the investment opportunities and the market factors impacting them.