Alternative Investments
US debt increasingly functions as market infrastructure, shaped by who holds it and how systems like stablecoins are reshaping Treasury demand.
US government equity is entering strategic supply chains. For investors, this is changing how risk, returns, and capital allocation are priced.
Private markets increasingly resemble a speculative supply chain, where rational actors and aligned incentives quietly compound systemic risk.
Private credit’s resale market is booming. Secondaries offer liquidity but reveal growing strain in traditional exits.
Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.
The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference.
AI can help LPs structure data, enhance due diligence, and improve oversight, while keeping human judgment central.
The rise of continuation funds reflects private equity's longer hold periods for assets amid higher rates and narrowing exit strategies.
Bitcoin challenges financial orthodoxy, valuation models, and regulation, forcing professionals to rethink what money and value really mean.
Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies.