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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 seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved… READ MORE ›

When Tariffs Hit: Stocks, Bonds, and Volatility

Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?

Agency Risk in the Lower Middle Market: A Guide for PE Professionals

If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrative opportunities but… READ MORE ›

Climbing the Ladder in Finance: The PIE Framework for Investment Professionals

Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.

The Endowment Syndrome: Why Elite Funds Are Falling Behind

Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge

Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy

Bankruptcy filings are surging. As we brace for what lies ahead, it's essential to recognize the potential for a repeat of past crises and prepare accordingly.

HealthTech, Access, and Financial Fluency: The Future of Women and Alts

Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and expanding access to new platforms. From healthcare innovations to blockchain-powered opportunities, women are not only investing more but also redefining what… READ MORE ›

A Reality Check on Private Markets: Part III

Is IRR misleading investors? Discover the flaws in traditional performance measures and how solutions like NAV-to-NAV IRR can offer a clearer view of private market returns.

Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing

In golf, a hole-in-one is a remarkable feat. The odds? Roughly one in 850,000 from a distance of 150 yards – practically a statistical anomaly. Yet, the 2023 LPGA tour recorded 20 such occurrences. How can this… READ MORE ›