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Aguilar Capital
Est. 2019 · Private Wealth
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Complimentary letters, market outlooks, whitepapers and guides from our investment desk. No registration required.

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Our latest thinking.

Letters
May 2026

The Quarterly · Summer 2026

Letter from the CIO on positioning, rates, and the case for patience in a year of crowded narratives.

18 pages · PDF
Outlook
January 2026

2026 Global Markets Outlook

Our annual outlook across equities, fixed income, alternatives and private markets, with twenty-three forecasts.

64 pages · PDF
Library

All resources.

The Quarterly · Summer 2026
Letter from the CIO on positioning, rates, and the case for patience in a year of crowded narratives.
2026 Global Markets Outlook
Our annual outlook across equities, fixed income, alternatives and private markets, with twenty-three forecasts.
Primer: Alternative Investments for Private Capital
How private equity, venture, real assets and hedge strategies fit into a multi-generational portfolio.
Stewardship Across Generations
A practical guide to wealth transfer, governance structures, and preparing the next generation.
Beyond Peak Rates: Positioning for the Next Cycle
Why duration is back on the table and how to think about credit risk after a decade of compression.
AI in Public Markets: Signal, Noise, and Valuation
A measured framework for separating durable AI franchises from cyclical optimism.
The Family Office Annual Checklist
A concise eighteen-point review for trustees, principals and family CFOs heading into year-end.
The Quarterly · Spring 2026
Why portfolio construction matters more than prediction, with three case studies from our records.
The Quarterly

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