Josh Rowe, PhD, CFA

Middle Market Private Equity: The Art of Picking Your Spots

In our last entry, we wrote that inflation and monetary tightening were returning investors to a...

Scarcity

As we write today, the surge in energy costs and consumer prices everywhere looks set to drag on...

Year-End Review and Outlook

Looking back

Third Quarter 2021 Market Update

   

What’s Really Happening in China?

Evergrande: Not a “Lehman moment,” but it may be the first domino to fall in a larger, multiyear...

ESG Investing: Purpose and Profits (Part 4)

Part 4 – Frontiers for ESG Investors: Fixed Income, Private Equity, and Real Estate

ESG Investing: Purpose and Profits (Part 3)

Part 3 – How Investors Can Incorporate ESG to Reduce Risk and Generate Opportunity

The Dog that Caught the Car

Last year we visited the topic of inflation, and wondered if, after a decade of false alarms, the...

ESG Investing: Purpose and Profits (Part 2)

Part 2 – How Businesses Can Effectively Integrate ESG

ESG Investing: Purpose and Profits (Part 1)

Part 1 – No Longer a Backwater

In the last two decades, ESG (“Environmental, Social, and...