Women in Alts: Leading with Inspiration, Intuition, and Impact
uttu Women investing in alternatives aren’t just building wealth — they’re reshaping the future. With capital comes power, and…
Investment
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Tariffs have reclaimed the economic spotlight. But with their timing and magnitude uncertain, investors are on edge. A…
Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again
Some high yield market participants claim the days of +1,000-basis-point (bps) spreads are behind us. Citing improved credit…
Maladapted Industries: The Risk of Artificial Selection by the State
What happens when an industry survives not by producing products consumers desire, but by producing products governments desire?…
Currency Coordination Looks Riskier Today
The Taiwan dollar’s rapid appreciation in the second quarter led to speculation of a “Plaza Accord 2.0” —…
Private Credit’s Surge Has Investors Excited and Regulators Concerned
Private credit has rapidly evolved from a niche asset class into a dominant force in the global lending…
The Little-Known Credit Holding Up the Clean Fuel Market
For investors watching the energy transition unfold, the surge in prices of compliance credits known as D3 renewable…
AI in Investment Management: 5 Lessons From the Front Lines
The investment management industry stands at a pivotal juncture, where artificial intelligence (AI) is reshaping many traditional processes…
Book Review: Financial Statement Analysis for Value Investing
Financial Statement Analysis for Value Investing. 2025. Stephen Penman and Peter Pope. Columbia University Press. The discipline of…
Search Funds: A Strategic Investment in Underserved Markets
Investors seeking to diversify their holdings away from traditional private equity may want to look at search funds.…