Essential Europe

Microcaps Are Beating Large Caps — But Allocators Aren't Biting

Strong returns are drawing attention to the smallest stocks, but benchmark pressure continues to tie institutions to big tech.

European Family Office Symposium

September 30, 2026 | Jumeirah Carlton Tower

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

In this episode, Cheyne’s co-founder discusses what’s prolonging the credit cycle — including payment‑in‑kind loans — and why that may be delaying, rather than preventing, a reckoning in private credit.

Institutional Investors Take Note: the OpenClaw Security Threat Is No Longer Theoretical

GhostClaw is live and designed to evade detection, confirming that deploying OpenClaw at an institution presents unacceptable risks, argues Angelo Calvello. 

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How Does Debt Move Through the Global Financial System?

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