The Little-Known Credit Holding Up the Clean Fuel Market
For investors watching the energy transition unfold, the surge in prices of…
Private Credit’s Surge Has Investors Excited and Regulators Concerned
Private credit has rapidly evolved from a niche asset class into a…
Currency Coordination Looks Riskier Today
The Taiwan dollar’s rapid appreciation in the second quarter led to speculation…
Maladapted Industries: The Risk of Artificial Selection by the State
What happens when an industry survives not by producing products consumers desire,…
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…
Capital Formation in Africa: A Case for Private Markets
Executive Summary This CFA Institute report examines the challenges surrounding capital formation…
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Tariffs have reclaimed the economic spotlight. But with their timing and magnitude…
Women in Alts: Leading with Inspiration, Intuition, and Impact
Women investing in alternatives aren’t just building wealth — they’re reshaping the…
The Downgrade Is Done. The Investor Response Is Just Beginning
For global investors and institutional asset managers, Moody’s downgrade of US sovereign…
Tariffs and Returns: Lessons from 150 Years of Market History
Trade tariffs are back — reshaping markets and raising critical questions for…
