Markets in Chaos: A Return to the Gold Standard?
Not for syndication. This article cannot be republished without the express permission of…
Harvesting Equity Premia in Emerging Markets: A Four-Step Process
Until recently, emerging market (EM) equities were among the darlings of the…
Do Sentiment Metrics Matter to the Markets?
Consumer spending accounts for almost 70% of nominal US GDP. As such,…
Digital Asset Markets: Five Important Themes
Digital assets have had a wild ride over the last year. Several…
Is Rising Income Inequality the 40-Year Bull Market’s Hidden Driver?
Economists and market participants have introduced increasingly sophisticated models over the past…
Agency Capitalism in Private Markets: Who Watches the Agents?
Capitalists once invested and administered their own money. But beginning in the…
Frontier and Emerging Markets: Inflection Points
Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good…
Private Markets: Guardians at the Gate?
Earlier this year, the head of the US Department of Justice’s anti-trust…
