45.
Active vs passive and the outlook for bitcoin and private equity
44.
Commercial real estate special: The current state of the UK market, opportunities vs risks, and real estate investment strategy
43.
The credit cycle, and the post-election opportunities in small-caps and BioTech
42.
US election market impacts and opportunities in commodities
41.
Earnings season, US growth momentum and inflation divergence
40.
Middle East escalations, the outlook for gold, and the China stimulus package
39.
Private Equity special: finding, assessing and accessing top managers
38.
Signal vs. noise: what the summer showed us, interest rates, and private equity
37.
Economic slowdown vs AI revolution: three potential paths for the global economy
36.
Navigating geopolitics, market concentration and Q2 markets wrap
35.
BioTech Special: trends, opportunities and the discipline of manager selection
34.
Oil prices, UK equities and the outlook for BioTech
33.
US consumption, 'Dr Copper' and the legacy of Jim Simons
32.
China, the outlook for the Yen, and the US jobs market
31.
Earnings season, active vs passive and the outlook for bonds
30.
Inflation rates, commodity markets and real estate opportunities
29.
Markets wrap: Q1 themes, IPOs and the health of private markets
28.
Japanese interest rates, the gold rally and the current state of the European economy
27.
Credit special: trends, opportunities and the discipline of manager selection
26.
GRANOLA, recessions and the outlook for public and private credit
25.
Big tech vs bank earnings, the end of 60/40 and the outlook for China
24.
Earnings season, finding uncorrelated assets and the outlook for hedge funds
23.
A market hangover, long term opportunism and a year of politics: what to expect from 2024
22.
End of year special: 2023 wrapped and 2024 outlook
21.
Commercial real estate special: trends, opportunities and how to access them
20.
Value traps vs opportunities: small caps, REITS and the question of currency management
19.
A market bounce back? Equities, debt markets and the surprising resilience of (some) emerging markets
18.
Geopolitical risk: War in the near east, chances of a global conflict, and the outlook for a multi-polar world
17.
Bond market woes and the question of a hard landing; how to protect capital without using traditional defensives
16.
Peak rates, oil prices and the outlook for innovation in a higher rate world
15.
Market roundup: outlook vs consensus, China and the opportunities we're looking at today
14.
Sterling strength, the small cap rally and a peak into the latest earnings season
13.
Recession, stimulus or slowdown? The outlooks for the US, China and commodities
12.
Forks in the road: how we're tackling divergence in economic health, policy and market fundamentals
11.
Portfolio deep dive: risk, opportunity and the outlook for private equity
10.
Battle of the titans: the US and China, large vs small cap and the outlook for Japan
9.
ESG special: a capital allocator’s perspective
8.
Economic surprises, market healthcheck and a peak at the future of AI
7.
Oil prices, hedge funds and the commercial real estate conundrum
6.
Credit Suisse and the great debate
5.
SVB deep dive, plus - what next for VC?
4.
Rate expectations: bonds, inflation and managing money in a period of flux
3.
Renaissance or decline? Japan, Emerging Markets and the question of commodities
2.
Corporate health 101, from earnings season to the future of AI
1.
2023 primer: macro recap, recession risk and current investment opportunities
