Serious investment thinking that doesn’t take itself too seriously.
“A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” Markets are watching Commercial Real Estate, nervous the sector may...
Many, too many, have stood where I stand. Many more will stand here too. The markets have been casting a wary eye on rising CRE losses – figuring these may trigger a renewed bout...
After a Bank of England warning in April, you could be forgiven for thinking the whole $8 trillion Private Equity market and the even faster-growing Private Credit market is...
In this month’s article, I discuss one of the biggest issues in global finance, which is whether to invest in China or not…
Finally, I think the Bitcoin improbability bubble has burst. Ever since it claimed it was mainstream and respectable back in January when the SEC was bounced into giving...
In this first article on opportunities in alternative assets, Bill Blain, MD of Bowline Capital Solutions and author of Blain’s Morning Porridge, looks at the emerging BioManufacturing Sector.