Latest Investment News
Fiscal Injection, Monetary Impulse | EI Blog
FIMI does not predict what a government will do. It classifies what…
When Trade Payables Become Debt
Current accounting standards, including IFRS 7 and IAS 7, require disclosure of…
When CPI Breaks, So Do Real Returns
Start with pension allocation. Nigeria’s pension assets reached ₦26.66 trillion as of…
Muni Call Risk | EI Blog
1. Connect issuer sophistication to portfolio design: Less financially sophisticated issuers may…
Why Legal Rights Shouldn’t Sit Within the Investment Function
Institutional investors often describe themselves as “universal owners,” but ownership is not…
When Tech Dominates EM, Passive Is No Longer Neutral
For decades, emerging markets traded as a macro asset class, a leveraged…
A Market-Based Measure of Climate Transition Risk
Joop Huij, Dries Laurs, Philip Stork, and Remco C. J. Zwinkels Carbon…
Private Credit Stress | EI Blog
While direct lending to sponsor-backed software companies was a winning formula for…
