The US investor experience is the exception, not the rule.
By: Dan McCrum
Europe’s biggest investor into venture capital has released vintage and geographic performance data
By: Kadhim Shubber
Art was the best investment you could make in occupied France thanks to demand from black-marketeers.
By: Matthew C Klein
Because it’s not the moments of outsized upside that would cause the concern…
By: Izabella Kaminska
What’s a 10.7 ev/ebitda multiple among friends?
In this guest post, Tristan Hanson and Eric Lonergan of M&G Investments argue that the British government should issue bonds and use the proceeds to acquire and develop higher-yielding assets.
By: Guest writer
“You are either highly manipulative and you know what you are saying, or you are a dumb ass chick, and you do not know what you’re saying.”
By: Alexandra Scaggs
Thaler’s lessons from a closed-end fund…
By: Cardiff Garcia
The Labor Department wants to delay the toughest parts of the fiduciary rule for another 18 months, and has plans for more exemptions tied to, um, financial innovations.
Relative to the past 145 years, the level of real interest rates looks pretty normal.
News you can’t use.
What if we’ve forgotten what productive entrepreneurs are even like?
“When it’s time to head for the door, you better move fast.”
By: Robin Wigglesworth
In this guest post, Gabriel Sterne of Oxford Economics argues that dollar-denominated emerging market sovereign debt has minimal default risk because, in most countries, there is now so little of it.
Lots of money chashing expensive assets generally doesn’t end well.
The following guest post on credit default swap basis is from Marcello Minenna, the head of Quantitative Analysis and Financial Innovation at Consob, the Italian securities regulator.
New research shows that money-losing businesses that can raise money because they seem “sexy” dramatically underperform the broader market.
A note that’s either an exercise in wishful thinking, or a warning that darker days are ahead for passive allocators. Perhaps both.