Ascent insightsInvestment strategies

Investing in private markets

Long the domain of institutional investors, private market investing could offer benefits to savvy and risk-aware accredited investors.

Exchange funds: Benefits and risks for diversifying concentrated stock positions

For qualifying investors with concentrated stock positions, exchange funds may provide the right combination of diversification, long-term returns and tax benefits.

Thematic investing: One eye on the future

For patient, long-term investors, thematic investing can be a way to benefit from the megatrends that are shaping the global economy of the future.

Thematic investing: Exploring the genomics market

Medical developments resulting from advances in genomics could open doors for investors.

Rock Formation Cayon

Perspectives on markets and investing

Stay informed and up to date with market analysis, investing insights and other financial thought leadership to help you work toward your goals.

Start of disclosure content
WI-002 Not-not-may: Bank only
WI-021 Opinion disclaimer: Bank only
XX-021 Tax/legal advice - Bank only
WI-201 Ascent Family Office Services
WI-118C EH Credit Products only