Each cycle in distressed debt investing is different. During the global financial crisis (GFC), many otherwise viable companies faced a…
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Economic data reflect global supply chain restructuring. Nearly two years into the regionalization, nearshoring, re-shoring, and “friend-shoring” of the global…
What’s the outlook for the office real estate sector and regional banks? In “Sonny Kalsi: Navigating Bank Failures and Commercial…
Hookups just aren’t what they used to be. The worldwide value of mergers and acquisitions dropped to around US$1.22 trillion…
Multi-asset strategies are the supreme discipline in investment management. Managers of these strategies consider all asset classes worldwide as part…
Despite a brief return to normalcy in 2022, equity factor strategies have experienced performance challenges relative to cap-weighted indexes since…
Our primer on commercial real estate (CRE) investing explored the core components of real estate investing decisions. But what about…
The Worth of Art: Financial Tools for the Art Markets. 2023. Arturo Cifuentes and Ventura Charlin. Columbia University Press. “Sorry,…
“[O]ur mind is strongly biased toward causal explanations and does not deal well with ‘mere statistics.’” — Daniel Kahneman, Thinking,…
Introduction We have analyzed dozens of public and private market investment strategies, such as merger arbitrage and private equity, respectively,…