Economics
Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.
Sharpe’s arithmetic explained markets at rest. Pedersen’s model shows markets in motion and how active management creates real economic value.
Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.
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.
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.
Bitcoin challenges financial orthodoxy, valuation models, and regulation, forcing professionals to rethink what money and value really mean.
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.