While investors debate the future of digital disruption across industries and the private credit market grows ever more saturated, one of the more compelling income opportunities may lie in a far less discussed corner of the market: railcar leasing. While not typically considered alongside core infrastructure or private credit, railcar leasing offers ...

One of the most persistent sources of frustration in the nontraded and semiliquid real assets universe is not performance. It’s liquidity — or, more precisely, how liquidity is misunderstood. Interval funds, nontraded REITs with share-repurchase programs, and other evergreen real asset structures are often described — sometimes too casually — as “liquid alternatives,” “more liquid than private funds” or “semi-liquid funds.”

A questions and answer session with Oil and gas expert Brad Updike, who manages the energy and tax practice at Mick Law.

The global financial system is not evolving, it is being rebuilt in real time. From New York City to Riyadh, London to Singapore, the people who allocate the world’s capital are confronting a fundamental shift, one that is faster, broader and more destabilizing than anything in recent memory. The old assumptions that governed markets for decades — globalization, predictable regulation, and a clean divide between public and private investing — are breaking down.

Oilman Harold Hamm — founder of Continental Resources, a top 10 U.S. oil producer pumping a quarter-million barrels per day — made the decision to halt drilling new oil wells in January. At the time, prices had fallen to levels that made production uneconomic. Oil was trading around $57 per barrel back then. Only two months later, it’s nearly $100 per barrel, a more than 70 percent rise. As they say in the oil patch ...

One could be forgiven for pegging a young Tony Roth as rudderless. It’s not that he took a year off before enrolling at Brown University (many high school graduates do), or that he changed majors (many college students do). But he did — seemingly capriciously — drop out of Brown and head to Paris for the better part of the year, and he later returned to Brown only to rethink his course of study and career destiny. And there was a second spell in Paris to study at the Sorbonne. In reality, though, to dub Roth rudderless would be an ...

Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell. While I still stand by that advice, it’s important to point out that this conflict isn’t resolving as quickly as initially expected. The situation has escalated, and the economic consequences are becoming clearer. We’re witnessing what I’d call ...

As we go to press, the Strait of Hormuz remains effectively closed, disrupting the transport of roughly 20 percent of global oil production and a similar share of seaborne liquid natural gas (LNG) supply. In absolute terms, this represents about 20 million barrels per day of crude oil and about 10 billion cubic feet per day of LNG. By the metric that ultimately matters most to energy markets ...

A decade ago, vertical farming was Silicon Valley’s favorite agrarian fantasy — gleaming warehouses stacked floor to ceiling with LED-lit lettuce, promising to upend an industry as old as civilization. Today, the dream is wilting. Most of the startups that attracted billions in venture capital during the industry’s boom years are gone. Bowery Farming burned through ...

In the modern era, only two technologies have fundamentally rewired how human civilization operates: electricity and the internet. We are now at the opening chapter of the third — artificial intelligence. AI is best understood not as a product, nor as a threat, but as a utility, the third great utility of the modern age. Like electricity before it, AI is a general-purpose capability whose ultimate value ...

There is no doubting that America’s economy, industrial base and cities need first world infrastructure, even as tremendous new demands are laid upon the nation’s power and water grids by multiplying AI-driven data centers. The dollar signs on rebuilding and expanding U.S. transportation, power, water and other infrastructure systems are ...

Imagine you have held a single company’s stock for decades. It’s worth millions, but your cost basis is very low. Selling means handing a large check to the IRS. For most investors, that’s just the price of success. But a growing number of wealthy clients — guided by sophisticated wealth managers — are finding a different path rooted in a law Congress passed more than a century ago to help small business owners incorporate. That law is Internal Revenue Code Section 351.

Barend Van den Brande, founder of the VC firm Hummingbird: “The kind of founders we look into are truly misfits. They are anomalies … we look for signs that they almost built their own theory of the world. If anything, to a certain degree, we want them to be unreasonable. … We’re not going to settle for some space that’s overinvested, overheated. We need to be on the lookout for what hasn’t been properly understood yet. Most VCs aren’t geared to do that.”

How far can artificial intelligence really take healthcare — and where are the investable opportunities today? A new report from Wilmington Trust discusses AI’s impact on healthcare and the industry’s investment landscape. Read it here.

The 21st Century ROAD to Housing Act includes a provision stating that build-to-rent communities with fewer than three attached units are subject to a disposal requirement within seven years of construction. The U.S. Senate has passed the bill, but the House of Representatives apparently does not want to pass it as written. The seven-year disposal requirement is a key sticking point, along with concerns about ...

The U.S. retail real estate sector enters 2026 in a surprisingly resilient position. Despite lingering economic uncertainty, tariff pressures and the continued reshaping of consumer spending habits, the fundamentals supporting retail property investment remain strong. Limited new development, steady consumer demand and a gradually improving financing environment are combining to sustain investor interest across a broad range of retail assets. For investors, the outlook is defined less by explosive growth than ...

The table is set for a recovery in commercial real estate, with both debt and equity sides positioned for a stronger footing, according to Steve Altebrando, first vice president, portfolio oversight at the CIM Group.

According to Clarion Partners, the industrial, healthcare and housing sectors, which are being driven by demographics and innovation, are positioned to outperform in 2026.