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Jan
2025
The Numerator Effect
By Erick Podwill
Private equity investors are familiar with the “denominator effect,” where fluctuations in broader portfolios influence private equity allocations. However, current market conditions, specifically declining distributions resulting in larger-than-expected unrealized portfolios, have created a related but different chall…
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Dec
2024
The AI Revolution: Reshaping Markets and the Economy
By Mason Sorenson
In recent months, the conversation around artificial intelligence (AI) has reached a fever pitch, with its impact on financial markets and the broader economy continuing to materialize rapidly. As with all new technologies, and especially with those that stand to revolutionize productivity and innovation so drastically…
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Oct
2024
China’s Market Surge: A Temporary Boost or Long-Term Trend?
By Emmett Shiras, CFA, CAIA
Challenges Faced by China’s Markets Since late 2020 and into early 2021, sentiment surrounding Chinese equities has remained subdued due to several factors: a sluggish post-pandemic economic recovery, heightened concerns over regulatory interventions, and a severely distressed property sector. As a significant driver…
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Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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