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
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...