In this week’s GVA Market Insights, our Asset Management team explores:
- Private Markets Noise vs. Reality: Redemption headlines at BlackRock and Blue Owl are alarming on the surface, but the 5% quarterly liquidity cap is a structural safeguard, and comparisons to 2008 miss the mark.
- Stagflation Warning Signs: CPI at 3.8%, gas above $4.50, a 10-year at a 52-week high, and zero cuts priced in for 2026 paint a 1970s-style backdrop for incoming Fed Chair Kevin Warsh.
- Infrastructure is the AI Bottleneck: With hyperscalers spending $700B+ in 2026, the constraint isn’t capital — it’s power and grid capacity, creating a growing role for private market investment globally.
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Advisors associated with Great Valley Advisor Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Investment advice offered through Great Valley Advisor Group, a registered investment advisor and separate entity from LPL Financial.
Eric Parnell, Eric Hough and Evan Coffey are solely an investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Any opinions or views expressed by Eric Parnell, Eric Hough or Evan Coffey are their own and are not those of LPL Financial. All performance referenced is historical and is no guarantee of future results.
All indices are unmanaged and may not be invested into directly. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Bond yields are subject to change. Certain call or special redemption features may exist which could impact yield. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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