Private Credit Secondaries: From Niche Strategy to Core Portfolio Tool
The topic of secondaries markets is a controversial one. On the one…
Private Markets: Why Retail Investors Should Stay Away
As regulators move to open private markets to a wider investor base,…
From Sharpe to Pedersen: Why Active Management Isn’t Zero-Sum After All
For three decades, William Sharpe’s Arithmetic of Active Management, published in the…
Book Review: On Progress and Prosperity
On Progress and Prosperity: Essays 2019–2024. 2024. Laurence B. Siegel. Edited by…
Design Beats Luck: How AI Taxonomy Can Help Investment Firms Evolve
The Age of the AI Agent The investment management industry stands at…
China Inc. Returns: What’s Driving HKEX’s Boom
Ever since the economic reform and opening of Chinese Mainland markets in…
A Strategic Buyer’s Guide to PE Exits
Private equity (PE) investments have expanded significantly across sectors such as industrials,…
The Augmented LP: 6 Ways AI Can Enhance the Allocator’s Workflow
Private markets, once outlier investments with a manageable set of underlying financial…
The Factor Mirage: How Quant Models Go Wrong
Factor investing promised to bring scientific precision to markets by explaining why…
Private Equity’s New Exit Playbook
Private equity (PE) exit strategies have adapted and evolved past the days…
