The complete Alfinas Macro Confluence Insight Series is now available for download. This edition includes: → Why April 2026 Changed Everything → Part I:The Oil Price Shock Playbook → Part II: Stagflation or Slowflation? → Part III: Beyond Borders → Part IV: Asset Allocation Reboot → The Alfinas Model Portfolio Scenario Analysis Q2-Q4 2026 16 pages. Updated monthly. 📄 Download the complete Macro Confluence Insight Series , 16 pages including the Alfinas Model Portfolio

INVESTMENT RESEARCH- INSIGHT SERIES Private Debt — March 2026 There is a quiet panic spreading through the carpeted corridors of private banks and family offices — those who distributed Evergreen funds from Blackstone, BlackRock and Blue Owl to their wealthy clients. Blackstone. BlackRock. Blue Owl. The giants of Private Credit are facing record redemption requests — and some are already closing the gate. We were sold the democratisation of the most attractive asset class