Essential Europe

Wirecard’s Most Noted Short Seller Bets Big on Technological Disruption

Pertento’s Eduardo Marques has turned bearish on value and says short sellers “are missing the plot.”

Allocator Rising Stars Are Carving Out Their Own Paths in an Uncertain Moment

The 2026 class is coming up as traditional road maps show cracks — requiring judgment, discipline, and innovative approaches to portfolio construction.

Why Biotech Struggles to Finish What It Starts

As more drugs stall between early data and approval, Geoffrey Meyerson’s Banyan BioInnovations is testing a new investment approach for biotech’s most expensive and underfunded phase.

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The Rise of the Everyday Commodity Hedge in a Volatile Era

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