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Rethinking Research: Private GPTs for Investment Analysis

This chatbot-style tool allows investment analysts to query complex research materials in plain language without ever exposing sensitive data.

Mind the Inflation Gap: Hedging with Real Assets

Timely insights on portfolio risk, inflation hedging, and market cycles—grounded in financial history and written for investment decision-makers.

Strengthening and Safeguarding the UK Crypto Market

Explore insights on UK crypto regulation, market structure, investor protections, and CFA Institute’s policy recommendations for a safer digital future.

Book Review: Cheaper Faster Better: How We’ll Win the Climate War

Can capitalism save the planet? Tom Steyer makes the case in this urgent, optimistic roadmap to a net-zero future.

Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.

Fed Independence Tested, but Investors Shouldn’t Expect a Pivot

Investors betting on a near-term plunge in interest rates may be mistaking political theater for monetary policy reality. President Donald Trump’s renewed pressure on Federal Reserve Chair Jerome Powell has stirred speculation in the bond and futures… READ MORE ›

Hospitals in Trouble: A Financial Playbook for Leaders and Investors

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

Private Equity Returns Without the Lockups

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

Clarity by Design: The New Infrastructure for Investment Firms

Investment professionals can’t opt out of complexity, but they can opt into clarity.

Outperformed by AI: Time to Replace Your Analyst?

Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.