Book Review: Themes in Alternative Investments
uttu Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De Gruyter. The alternative investment space continues…
Investment
Private Equity and Private Debt: Two Sides of the Same Coin
Private equity (PE) and private debt (PD) are often viewed as distinct investment strategies, but they are increasingly…
Geopolitical Change: Investors Should Focus on the Long Term
In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics…
Market Concentration and Lost Decades
The invention of market cap-weighted indices has been beneficial for the average investor by providing a simple and…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals: overreliance on traditional valuation models, the…
Financial Independence, Retire Early (FIRE) vs. Meaningful Retirement: Choose Wisely
As an investment professional, I know how easy it is to get caught between two extremes: chasing financial…
Big Funds, Small Gains: Rethinking the Endowment Playbook
Despite posting a 9.6% return in fiscal 2024, large US college and university endowments once again fell short…
Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions
Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can…
How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook
As the second quarter of 2025 approaches, the global economy advances with a mixture of resilience and unease.…
Book Review: Quantitative Risk and Portfolio Management: Theory and Practice
Quantitative Risk and Portfolio Management: Theory and Practice. 2024. Kenneth J. Winston. Cambridge University Press. The field of…