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Jul 30, 2026

Expansion of Global Debt: Portfolio Implications in a Higher Rate Environment

Global debt growth has become one of the defining structural trends shaping capital markets. This report examines how government and corporate borrowing expand…

Cover page for RIA Model Portfolio Construction: Building Scalable Investment Programs

Insights

Jul 27, 2026

RIA Model Portfolio Construction: Building Scalable Investment Programs

Model portfolios have become a core operating framework for many RIAs seeking to improv…

Cover page for Portable Alpha in Private Markets: Rethinking Portfolio Construction for the Wealth Channel

Insights

Jul 24, 2026

Portable Alpha in Private Markets: Rethinking Portfolio Construction for the Wealth Channel

Portable alpha has historically been associated with institutional investors, but its a…

Cover page for Government Spending and Economic Growth: An International Comparison

Insights

Jul 23, 2026

Government Spending and Economic Growth: An International Comparison

How does government size relate to long-term economic growth? This repo…

Whitepapers

Jul 22, 2026

Insurance-Linked Securities: Catastrophe Risk as a Diversifying Return Stream

Traditional portfolio diversification can become less reliable when inf…

Cover page for Evergreen Funds and the Wealth Channel: Closing the Alternatives Adoption Gap

Insights

Jul 20, 2026

Evergreen Funds and the Wealth Channel: Closing the Alternatives Adoption Gap

Alternative investments continue to expand across wealth management, bu…

Cover page for 300 Years of Interest Rates: Reframing Modern Markets Through Long-Term Rate History

Insights

Jul 15, 2026

300 Years of Interest Rates: Reframing Modern Markets Through Long-Term Rate History

This briefing examines approximately 300 years of sovereign interest ra…

Cover page for 800 Years of Interest Rates: Historical Context for Today’s Rate Environment

Insights

Jul 14, 2026

800 Years of Interest Rates: Historical Context for Today’s Rate Environment

Using eight centuries of sovereign interest rate data, this briefing ex…

Cover page for North American Inflation Trends: What 55 Years of CPI Data Mean for Investors

Insights

Jul 13, 2026

North American Inflation Trends: What 55 Years of CPI Data Mean for Investors

This briefing compares annual CPI inflation in Canada and the United St…

Cover page for Equity Risk Premium Through Time: Understanding Equity Valuations Relative to Bonds

Insights

Jul 10, 2026

Equity Risk Premium Through Time: Understanding Equity Valuations Relative to Bonds

This Omnigence RIA briefing examines the historical behavior of the equ…

Insights

Jul 8, 2026

Asset Class Leadership Cycles: RIA Briefing

This Omnigence RIA briefing examines how leadership among major asset c…

Insights

Jul 6, 2026

Industry Leadership Cycles: RIA Briefing

Market leadership changes over time as new structural forces reshape th…

Insights & News

Featured Research

Expansion of Global Debt: Portfolio Implications in a Higher Rate Environment

RIA Model Portfolio Construction: Building Scalable Investment Programs

Portable Alpha in Private Markets: Rethinking Portfolio Construction for the Wealth Channel

Latest Insights

Government Spending and Economic Growth: An International Comparison

Insurance-Linked Securities: Catastrophe Risk as a Diversifying Return Stream

Evergreen Funds and the Wealth Channel: Closing the Alternatives Adoption Gap

300 Years of Interest Rates: Reframing Modern Markets Through Long-Term Rate History

800 Years of Interest Rates: Historical Context for Today’s Rate Environment

North American Inflation Trends: What 55 Years of CPI Data Mean for Investors

Equity Risk Premium Through Time: Understanding Equity Valuations Relative to Bonds

Asset Class Leadership Cycles: RIA Briefing

Industry Leadership Cycles: RIA Briefing