There’s No Easy Exit for Companies Backed by PE and VC Verdad Advisers’ Dan Rasmussen argues that rising debt costs, compressed margins, and negative cash flow make for a “pretty scary” picture of the health of private companies. Michelle Celarier June 01, 2023
This content is from: Portfolio Why One Endowment Is Taking an Unorthodox Approach to Hedge Funds Alicia McElhaney May 31, 2023
This content is from: Portfolio AQR: U.S. Stocks Won’t Beat International Forever Hannah Zhang May 31, 2023
This content is from: Portfolio Is the Era of Large-Cap Growth Stocks Over? Hannah Zhang May 30, 2023
Sponsored High Yield Outlook 2023: Opportunity and Stability Where You Might Not Expect Sponsored by MetLife Investment Management May 16, 2023
Small-Caps Have Priced in a Potential Recession In the banking sector, small-cap stocks have less exposure to the volatile commercial real estate sector and are subject to fewer regulations than their larger counterparts, argues Royce Investment Partners’ Miles Lewis. Hannah Zhang May 26, 2023
U.S. Investors Want More Exposure to Japan. Here’s What They Should Know Beforehand. “At first, investing in Japan or predicting Japan is so difficult; it’s quite a unique market,” said Ryoji Musha. Alicia McElhaney May 26, 2023
Why Underperforming Private Real Estate Managers Survive The average internal rate of return of private equity real estate funds was 7 percent, significantly lower than the IRR for buyout and venture capital funds. Hannah Zhang May 25, 2023
Sponsored How Does Gold Perform With Inflation, Stagflation, and Recession? Sponsored by CME Group May 08, 2023
Private Market Fundraising Hits the Skids Secondaries are the only private market category in which fundraising activities have surged above their usual levels. Hannah Zhang May 25, 2023
Ackman Is Making a Killing on His Big Alphabet Bet Pershing Square is jumping on the AI bandwagon. Michelle Celarier May 24, 2023
The Discounted Stocks BlackRock Likes? Automobile and Healthcare Companies. Multiples in the auto industry are “deeply depressed,” according to Tony DeSpirito, global chief investment officer of Fundamental Equities at BlackRock. Michael Thrasher May 24, 2023
Medical Technology M&A Gains Momentum as the Broader Market Shows Signs of Recovery Hannah Zhang May 24, 2023
Investors Are Getting Some Negotiating Power Back. But Not as Much as You Think. Alicia McElhaney May 23, 2023
Private Assets Drove Endowment and Pension Returns Last Year. Now They Are a Drag. Michael Thrasher May 22, 2023
