Global technology leaders including Alphabet, Amazon, Apple, Meta, and Microsoft are increasingly integrating artificial intelligence (AI)…
Category: Investing
Retaining Top Investment Talent: Lessons Learned by Large Canadian Pension Plans
The Canadian pension plan system has long been lauded for its robust returns and resilience, especially…
From Darwin to Wall Street: A Rebuttal
This article is a rebuttal to Drew Estes’s “From Darwin to Wall Street: Harnessing Evolutionary Theory…
Escaping the Benchmark Trap: A Guide for Smarter Investing
Pim van Vliet, PhD, is the author of High Returns from Low Risk: A Remarkable Stock Market…
The Tyranny of IRR: A Reality Check on Private Market Returns
Asset owners have dramatically increased their allocations to private markets over the past two decades, driven…
Book Review: The M&A Failure Trap
The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed. 2024.…
A Guide for Investment Analysts: Working with Historical Market Data
Q: How far back does the US stock and bond record go? A: Good data series…
A Reality Check on Private Markets: Part II
This is Part II of my series on performance measurement for private market funds and in…
From Equities to Real Assets: Key Trends Shaping Multi-Asset Investment
Multi-asset strategies are the supreme discipline in investment management. Managers of these strategies consider all asset…
Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing
In golf, a hole-in-one is a remarkable feat. The odds? Roughly one in 850,000 from a…
A Reality Check on Private Markets: Part III
This is the final post in my three-part series on performance measurement for private market funds…
HealthTech, Access, and Financial Fluency: The Future of Women and Alts
Women are reshaping the world of alternative investments, driven by growing wealth, increased financial fluency, and…
Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy
As global economies evolve, infrastructure debt emerges as a unique asset class with promising opportunities for…
Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy
The financial landscape is showing signs of strain as bankruptcy filings surge, with businesses and consumers…
The Endowment Syndrome: Why Elite Funds Are Falling Behind
Elite endowments with heavy allocations to alternative investments are underperforming, losing ground to simple index strategies.…
Climbing the Ladder in Finance: The PIE Framework for Investment Professionals
Early in my career, I missed out on promotions even though I worked hard. As an…
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
If there was a Wild West in Private Equity (PE), it would be the Lower Middle…
When Tariffs Hit: Stocks, Bonds, and Volatility
It’s been only a little more than a month since the US Presidential election, and already…
A Guide for Investment Analysts: Toward a Longer View of US Financial Markets
Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed…
Markets Weekly Outlook – Will Fed Rate Cut And BoJ Decision Spur Volatility?
This article was written by Follow Dean Popplewell has nearly two decades of experience trading currencies…
Loganair CEO positive after ‘obstacles’ hit profit – Daily Business
Luke Farajallah: the business has responded well to changes Loganair, the UK’s largest regional airline, saw…
Wilson takes added role on NatWest board – Daily Business
Lena Wilson: stepping up NatWest Group has announced that Lena Wilson will take over as senior…