Archives

Among the topics covered in this issue: private credit, hedge funds, the activity cycle of asset owners (and their increased use of ETFs), AI replacing analysts, tributes to Daniel Kahneman, a variety of other articles, and a “vague but exciting” note of yore.

This edition has sections on AI claims by asset managers, alternative credit, private equity, and an untapped indicator. Plus, performance measurement in privates, fee comparisons, the equity risk premium, and many more great reads.

In addition to the three two-word title items, there are sections on a factor dustup among researchers, the venture capital pig(s) in the python, an interesting risk management case, and explosions on Wall Street. Plus ten other topics.

In addition to the headline stories: crypto factor investing, definitions of quality, PE secondaries and NAV loans, the Canadian Model, cognitive diversity, securitized credit, performance pressures, and more.

The passive/active debate, stock concentrations, endowments as levered 70/30, private (and public) credit research, CIO jobs, a host of other readings of note, and a look back at independent research’s big moment.

In addition to the title topics: problematic private equity, some interesting research papers, and items on private credit, AI, value investing, venture capital, and other topics of interest.

Short items and great links for matters of importance to investment professionals, including really knowing an asset manager, and stories about asset classes, investment products, and the bottom-line effects of the rise in interest rates.

Among the many topics in this edition are defined benefit investing, rethinking due diligence, small buyout funds, AI concerns, risk parity, bad benchmarking, pod shops, auditors, and culture issues.

Along with the headline items, this issue addresses return assumptions, key person valuation, interviewing, lessons from covering the markets, family offices, commercial real estate, limited partner advisory committees, and (maybe) Michelangelo.

Among the many articles of interest in this edition are ones on low probability games, Vanguard, big ideas in tech, allocation challenges, subscription lines, the ESG evolution, and important questions to ask.

From private credit to information garbage, from personal trading to the factor zoo, and from confirmation bias to searching for someone to sit in a CIO hot seat. All of that and much more in this edition.

A couple of recent events get headline attention, but there also are items on due diligence, total shareholder returns, advisor-sold investments, big drawdowns in bonds, and a dozen other topics.

It’s a new day in the ecosystem. This issue covers changes on the site, plus AI everywhere, portfolio management in PE, ESG returns, the evolving world of ETFs, SEC examinations, diverse managers, hedge funds, a flashback to 2008 (and more).

In addition to the headline topics, there are items on AI in asset management, investing as science/art/practice, a research tip, hedge funds, investment philosophy, annual letters, politics, changing factor results, and more.

Readings on opening up the due diligence process, finding alpha from asymmetry, market anniversaries, the R&D factor, five ways of thinking about China, a history of the VIX, narrow perspectives, and much more.