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5 Conversations to Test Whether Your Asset Manager’s AI Adds Value

Investors can cut through the hype: 5 critical conversations reveal whether asset managers’ AI improves performance or masks old strategies.

Private Capital and Systemic Risk

Private equity’s leverage, opacity, and continuation vehicles raise systemic risks that may erode returns and complicate portfolio management.

The MENA Investment Puzzle: Why Regional Integration Still Eludes Capital Markets

Why MENA’s markets remain fragmented, and what integration could mean for investors, growth, and regional opportunity.

Stablecoins and Treasuries: A Fragile Funding Link Investors Can’t Ignore

Stablecoins now hold hundreds of billions of dollars of US Treasuries, linking crypto sentiment to safe-haven bonds and adding a new layer of risk for investors.

Blockchain in FX and Remittances: From Pilot to Portfolio Impact

From tokenized FX trades to stablecoin transfers, blockchain’s shift from pilot to practice is changing how capital moves across borders.

Rights Without Power: Why the Put Bond Failed

Why did puttable bonds vanish? This piece explores the gap between rights and power, and why markets rejected a contract without control.

Intel, TikTok, and a US Sovereign Wealth Fund: What It Means for Investors

What a US sovereign wealth fund means for markets: state-backed capital reshaping risks and opportunities across key industries.

Adapt to Lead: Career Lessons from Kam Shing Kwang, CFA

Finance rewards those who adapt, not those who cling to formulas. Master fundamentals, embrace changes, and let adaptability be your compass.

Navigating the Future of Risk Functions: Key Risk Indicators

Key risk indicators help investment teams spot trouble early and stay aligned with strategy, making risk a tool for performance

Book Review: Can’t Deny It

This memoir, written by one of the most decorated research analysts in recent decades, will appeal to all finance practitioners and energy industry specialists.