Serious investment thinking that doesn’t take itself too seriously.
Whatever the coronavirus has done to the global economy, the effects are likely to be fairly short-term – aside from in aviation. At the start of 2020 we were convinced it would...
The looming crisis in list stocks and bonds is driving interest in alternatives – but their inherent illiquidity can defeat risk managers’ comprehension. Alternatives is becoming...
Suddenly the alternative assets world has become much more difficult. Three fund management companies, GAM, Woodford and H20, have scared the little cotton socks off investment...
Most large funds hate development risk – but there are real success stories out there. You just have to avoid the more spurious schemes… Monday morning’s first call is from an...