Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.
In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without… READ MORE ›
Explore how the growing convergence of private equity and private debt is transforming risk dynamics, return strategies, and regulatory concerns across the private capital landscape.
This book highlights a cross-section of issues relevant to the current state of alternative investments.
Quality of Earnings: By approaching financials with this sharper lens, analysts can not only anticipate problems but also identify opportunities that align with long-term value creation.
From mean variance optimization to net worth optimization. We no longer need to ask which is more important, the client’s attitude toward risk or the client’s capacity to take on risk.
The dynamics of global capital flows are shifting. While the overall IPO market contracted last year, a closer look paints a more nuanced picture.
This book digs into Buffett’s pre-Berkshire investments. The result is a fresh look into the origins of his investment approach.
The debate over the inclusion of private investments in 401(k) plans is a hot topic. Are DC plans better off without them?
As complex ML models become more prevalent in investment management, their tendency to overfit to specific historical conditions poses a growing risk to investment outcomes.