Investment Topics
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.
A collection of witty insightful essays by Larry Siegel explore progress, investing, and the ideas shaping modern economics.
Without an AI taxonomy, investment firms risk overrelying on agentic AI and underutilizing it for optimal capital allocation.
The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference.
Why factor investing often fails in practice — and how causal reasoning helps quant models perform in the real world.
The rise of continuation funds reflects private equity's longer hold periods for assets amid higher rates and narrowing exit strategies.
Tokenized MMFs merge blockchain with institutional finance and offer speed and composability but demand airtight cybersecurity and key controls.
Gold’s 2025 rally has turned volatile. Its sharp pullback tests whether gold’s role as a safe-haven and portfolio cornerstone can endure under market stress.
Nigeria’s experience with LDI offers lessons for building financial resilience and managing long-term investment risks in frontier markets.