Search Funds: A Strategic Investment in Underserved Markets
Investors seeking to diversify their holdings away from traditional private equity may…
Capital Formation in Africa: A Case for Private Markets
Executive Summary This CFA Institute report examines the challenges surrounding capital formation…
Europe Rearms: What Defense Spending Means for Markets
Europe is rearming at an unprecedented pace — and the investment implications…
Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
This quarter’s top reads reveal what’s capturing the attention of investment professionals:…
Tokenized RWA markets return to ATH levels as tokens lead crypto recovery
Onchain value for the real-world asset sector has increased 94% since the…
A Guide for Investment Analysts: The Prehistory of the US Markets
Before the Civil War, the US financial markets operated in a world…
Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks
Asset owners have dramatically increased their allocations to private markets over the…
A Guide for Investment Analysts: Toward a Longer View of US Financial Markets
Understanding the historical context of financial markets is crucial for investment professionals…
A Reality Check on Private Markets: Part III
This is the final post in my three-part series on performance measurement…
A Reality Check on Private Markets: Part II
This is Part II of my series on performance measurement for private…
