Can AI Spot a Market Regime Change Before Traditional Models Do?
One of the oldest sayings in trading is that “the trend is your friend.” The problem is that markets do...
Portfolio Strategies
Revenue growth now drives 71% of PE value creation. Most mid-market portfolios aren’t built for it.
Private equity has historically run on a reliable hierarchy of value creation: buy well, optimise costs, expand margins, exit at...
Know What Your Company Is Worth Before Investors Tell You
Founders usually have a good handle on the numbers they use to run the company. They know what came in...
THE DECLINE OF ESG INVESTING MIGHT BE A DEMAND FOR CLARITY
For several years, ESG investing appeared to be one of the strongest trends in retail investing. Investors wanted portfolios to...
Why multi-asset trading is winning
Most institutional allocators still run separate teams for different asset classes whether that is digital assets, venture, private equity and...