Investment Strategy

San Francisco – September 26, 2026 -- Novogradac will convene investors, fund managers, developers and advisors at its 2026 Fall Opportunity Zones Conference on Oct. 29-30 at the Fairmont Washington D.C. Georgetown, as the U.S. Department of the Treasury prepares to finalize new OZ designations this fall.

One Big Beautiful Bill Act locks in permanent OZ incentive

The opportunity zones tax incentive has been made permanent under the One Big Beautiful Bill Act, giving market participants long-term planning certainty ahead of the next designation cycle. Novogradac's conference will open with an update on the latest policy and legislative developments affecting OZ investment structuring.

Purchase, N.Y. – September 21, 2026 -- Alpine Saxon Woods, a Purchase, NY-based investment firm managing over $890 million in assets, has been named to the PSN Top Guns List for Q2 2026, earning 4-, 5-, and 6-Star ratings in the All-Cap Value Universe for its Dividend strategy.

PSN awards Top Guns status across six performance-based star categories in over 75 universes

The Alpine Saxon Woods Dividend strategy qualified for the 4-, 5-, and 6-Star categories after posting an r-squared of 0.80 or greater against PSN's style benchmark over the trailing five-year period and exceeding that benchmark across the three latest three-year rolling periods. The strategy also ranked among the top ten returns in its PSN peer group for the latest three-year period.

New York – September 17, 2026 -- Active ETFs have moved into the mainstream of adviser portfolios, with 71% of surveyed advisers planning to increase their use over the next two years, according to MSCI Inc.'s (NYSE: MSCI) ETF Intelligence Survey 2026, which polled 450 advisers across the U.S. and Europe.

Already, 87% of respondents hold active ETFs, and the shift is displacing incumbent fund structures rather than simply adding new options. Fifty-eight percent of advisers say a new active ETF allocation from a manager they already use would most likely replace an existing mutual fund or UCITS holding.

Taiyuan – – September 16, 2026 -- China's STAR Market and ChiNext boards together hosted 2,019 listed companies with a combined market capitalization of RMB36.48 trillion as of September 16, 2026, as Beijing accelerates a registration-based IPO system geared toward technological innovation.

Politburo Signals Deeper Capital-Market Overhaul

At a September 16, 2026 meeting, China's Politburo endorsed further capital-market reforms designed to balance the interests of companies raising funds with those of investors. Deng Zhouyu, head of research at Shanxi Securities, called the moment a systemic shift in which traditional growth engines are receding while new industrial bases gain the capacity to channel funding into the real economy.