Recent Insights
Newsletter
April 28, 2026
Learn how 2025 records in asset classes such as precious metals and hedge funds are shaping Q1 2026 performance in our alternative investments brief.
Newsletter
April 9, 2026
Explore the key trends in alternative investments observed throughout 2025 and the emerging themes that appear to be gaining momentum in 2026.
Video
December 23, 2025
Spicer Jefferies is now Cherry Bekaert. See how our combined Asset Management industry experience delivers unrivalled audit, tax and advisory services.
Alert
December 5, 2025
The National Futures Association (NFA) repealed Interpretive Notice 9073 and amended Compliance Rule 2-51. Learn about the effects of these changes.
Article
September 3, 2025
Updated: November 14, 2025
Explore the differences between BSL versus PC CLOs and learn why independent valuations are vital for transparency and investor trust.
Report
October 27, 2025
Explore the latest trends in alternative investments and the opportunities emerging from the growth of the alternative assets industry in our 2025 report.
Article
August 22, 2025
Explore how the One Big Beautiful Bill Act's (OBBBA) tax reform affects private equity investors, family offices, fund managers and portfolio companies.
Article
May 21, 2025
Updated: July 31, 2025
Learn why home service companies, like HVAC, plumbing and pest control, are prime targets for private equity firms. Discover how to offset the risks here.
Report
June 17, 2025
Learn how blockchain, AI, and automation are transforming private market investments through tokenization, smart contracts and AI-driven platforms.
Alert
June 12, 2025
The Tax Court's ruling on Soroban Capital redefines how fund managers view limited partner tax exposure under IRC Section 1402.