Practical analysis for investment professionals

Future States


Public Debt: Four Ways to Deleverage

Should governments ever decide to start deleveraging, how could they do it?

ChatGPT and Large Language Models: Six Evolutionary Steps

What were the critical stages of LLMs' early development? Where is the technology headed? How will it transform investing?

Distress Investing: A Tale of Two Case Studies

With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors.

ChatGPT and Generative AI: What They Mean for Investment Professionals

How will all the ChatGPT- and LLM-related developments affect how investment professionals work?

ChatGPT: Copilot Today, Autopilot Tomorrow?

How can quant and fundamental analysts apply LLMs like ChatGPT? How effective a “copilot” can these technologies be?

Is the Copper–Gold Ratio a Dependable Leading Indicator on Rates?

Earlier this year, the copper–gold ratio was, in Jeffrey Gundlach's words, “screaming that the 10-year should go lower.”

ChatGPT: The Origins, the Hype, the Opportunity

For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.

ChatGPT and the Future of Investment Management

So, do we human advisers and analysts stand any chance in the post-ChatGPT world?

Agency Capitalism in Private Markets: Who Watches the Agents?

With the PE model’s high profitability, the industry’s ultimate development stage will inevitably feature leveraged buyouts of the fund managers themselves,

DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.