What Successful Investors Read: Book Recommendations from Professionals
When I watch expert investors giving interviews from home on a Zoom…
Public Blockchain Settlement: From Pilot to Modernized Market Structure
Public blockchains are moving toward practical use in regulated finance, supported by…
Momentum Investing: A Stronger, More Resilient Framework for Long-Term Allocators
Momentum investing remains a cornerstone of systematic equity strategies, and our recent…
The Growth Story Behind Insurance-Linked Securities
After years of low yields and rising macro volatility, investors are taking…
AI in Investment Management: From Exuberance to Realism
Artificial intelligence has advanced rapidly in recent years, raising expectations across the…
Winners and Losers in a World Without Quarterly Earnings
The question of whether quarterly earnings reporting helps or harms long-term value…
AI in Venture Capital: Separating Signal from Noise
In both public and private markets, AI’s rise has been extraordinary: fewer…
The Two AI Stories: Measurable Gains and Hidden Balance-Sheet Pressure
AI is delivering real productivity gains across data-rich sectors, yet today’s investment…
Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration
The active asset management industry has reached a breaking point. After decades…
Patience Pays: Why Quality Shares Outperform in the Long Run
Time in the market is better than timing the market, the adage…
