by Costas Souris | Sep 19, 2025 | Financial Planning, Private Lending
The Evolution of Private Assets Alternative Financing The Big Shift in Investing For decades, the “60/40 portfolio” was gospel — 60% equities for growth, 40% bonds for stability. It worked well in a world of falling rates and predictable inflation. But the shocks of...
by Costas Souris | Aug 5, 2025 | Snips Newsletters
The Quiet Transformation of Private Markets Key Defining Trends Private market investing, once the preserve of institutions and ultra-high-net-worth individuals, is undergoing a profound transformation. Advances in technology, regulatory developments, and shifting...
by Costas Souris | Jun 2, 2025 | Financial Planning
Protect in USD… Live with Certainty! In a world of rising uncertainty, especially for those in emerging markets like South Africa, financial security starts with one simple truth: Before you build wealth, protect your ability to earn it. The Real Risk Isn’t Losing...
by Costas Souris | Apr 22, 2025 | Financial Planning, Fixed Income
Securing Quality of Life in a Disrupted World with Alternative Private Assets that Insure Passive Income In a world increasingly defined by uncertainty — economic instability, geopolitical tensions, rapid technological shifts, and market volatility — the quest for...
by Costas Souris | Mar 11, 2025 | Financial Planning, Private Credit, Private Lending
Private Credit vs. Equity Markets: Why Stability Beats Speculation A Decade of Uncertainty in Equity Markets Over the past decade, equity markets have resembled a rollercoaster—soaring in one year, crashing the next, and delivering inconsistent long-term results. For...
