11 Investment Must Reads for This Week (March 10, 2026) David Bodamer Tue, March 10, 2026 at 11:39 PM GMT+8 3 min read You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
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Emerging Market Managers Face Slew of Questions amid Middle East War “The new Middle East-related concerns come as the emerging markets category has begun to post stronger performance and inflows, Colleran said. Institutional investors have had a growing appetite for international and emerging markets strategies over the past year and half, she added.” (FundFire)
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Preparing Without Predicting “You build a wide range of results into your plan. I expect to see bull markets, bear markets, expansions, recessions, booms, busts, high rates, low rates, high inflation, low inflation, financial crises and more. But I have no idea when these environments will occur, how long they will last or the magnitude of the moves.” (A Wealth of Common Sense)
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Defense Stocks Up as Global Conflict Explodes: Watch These ETFs “Defense stocks like drone companies have benefitted from demand, and from conflict offering an opportunity for new technologies to operate amid serious tragedy. Increasingly, drones define modern warfare — and may come to dominate defense spending.” (VettaFi)
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How to Discuss Portfolio Diversification With Different Types of Clients “In our own research, we found that when presented with three exchange-traded fund options that track the S&P 500 but have different fees, many investors choose to put some assets into each option, even the most expensive option. In the real world, a decision like this could result in a portfolio with significantly higher fees and overlapping securities since each fund followed the same index.” (Morningstar)
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Is the Tax Man Coming for 351 ETF Exchanges? “Regulatory scrutiny and potential changes in ETF laws, with a dive into the oft-neglected tax regulatory side of ETFs.” (ETF.com)
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SEC Holds Roundtable on the “Retailization” of Private/Alternative Investments: A Hint of the Agency’s Direction “The roundtable discussion focused most intensely on the reliability and consistency of valuation of private portfolio investments. In the view of panelists, the adoption in 2020 of Rule 2a‑5 under the 1940 Act has resulted in boards relying more on outside experts, and increased standardization of governance procedures, in establishing valuations.” (The National Law Review)
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Fidelity OCIO to Beef Up Alts, Target New Sectors “Fidelity Investments' outsourced chief investment officer business intends to expand its alternatives suite and tackle new market segments, in a bid to double assets over the next five years, said Chris Pariseault, head of OCIO and institutional portfolio managers.” (FundFire)
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Private Credit Grapples with Sustained Investor Skepticism “Taken together, after investors poured billions into private credit over the past five years, the signs of trouble are growing. From company collapses to gated funds and rising redemption requests, private credit—which had promised higher investment returns than public credit during a period of low bond yields—has captured the spotlight across the investment industry.” (Chief Investment Officer)
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Blue Owl Credit Income Corp. Bolsters Liquidity With $1.3B in Financing Activity “Blue Owl Credit Income Corp., a non-traded business development company managed by Blue Owl Capital, announced two major financing initiatives collectively providing the firm with $1.3 billion in additional capital to support its middle-market lending operations. The transactions include an $800 million collateralized loan obligation and a $500 million secured credit facility.” (AltsWire)
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Should You Invest in Semiliquid Funds? It Depends on Your ‘Why’ “The role that semiliquid funds play should be grounded in clear objectives rather than headline appeal. For most investors, they are best used to complement—not replace—traditional asset class exposures, with careful consideration of liquidity, risk, and the true sources of return.” (Morningstar)
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Why Private Market Funds Are Dangerous for Retail Investors “First, the funds’ reported returns may substantially understate their risk. Second, the funds made available to the broadest groups of investors seem to perform worse, on average, than funds sold exclusively to wealthier customers.” (ProMarket)
