Shall We Repeal the Laws of Economics – Part III (Oaktree)
In his latest memo, Howard Marks, Co-Chair of Oaktree and Chair of Brookfield's Investment Solutions Group,…
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Investing for the Compute Bottleneck (Grayscale)
Bottlenecks may result in persistently high compute prices. Investment opportunities in energized compute capacity…
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Re-Mapping the Opportunity in Asia Credit (KKR)
The Asia liquid credit market has fundamentally transformed. It is now predominantly investment grade (IG),…
The Case for Asia Private Equity (KKR)
Asia is an increasingly important driver of the global economy, yet many investment portfolios have not kept pace…
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Register now: Outcomes Over Optics: Rethinking the Muni PlaybookA municipal portfolio shouldn’t be…
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Tokenized assets, U.S. midterms, clean energy and more Explore this selection of high-…