The AI supercycle (Special Report)
This Special Report, sponsored by Nuveen, explores how AI has become a multi-year investment supercycle creating…
Investment Process
Lead Content
Why Private Credit Resilience Persists (Special Report)
Private market debt tends to offer better risk adjusted returns and spreads than bonds that trade in public…
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Revisiting the SpaceX Valuation: A Post-Prospectus Update! (Aswath Damodaran)
Aswath Damodaran argues that no matter what your views are about the SpaceX IPO, positive or negative, there is no…
Digital Money (CEPR)
This report examines the challenges digital technology poses to the framework governing money creation.
From Scorched Earth to Mars: Corporate Governance Goes Rogue in 2026 (Harvard Law School Forum on Corporate Governance)
Something fundamental shifted during the 2026 proxy season. Reacting to the SEC’s “hands-off” approach, boards…
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A new European investment landscape
European economies and markets are undergoing a rapid transformation...
