Yesterday, we had an interesting day in terms of new economic and monetary data points.  For the second month in […]

A new partnership between Capital Group and KKR will launch a series of (so-called) hybrid funds investing in both public […]

Last week, at the Milken Institute, we had lunch with one of the most prominent hedge fund managers of our […]

No matter how long the track record, don’t fall into the trap of overvaluing a dividend for its own sake, […]

Came across this video of Warren Buffet and Charlie Munger discussing diversification. In a nutshell,  “diversification, as practice, generally makes […]

Consider that, through Friday, April 12, 2024, the S&P 500 Index (SPX) is up roughly 8%.  This comes on the […]

Are CLOs Right For Your Portfolio? During 2023, the Credit Suisse Leveraged Loan Total Return Index (CSLLI) was up 13.0% […]

In combination with semiconductor chips, captive data sets are now the global economy’s “new oil.”  And software companies that sell […]

While the industrial real estate market continues to soften, there are green shoots driven by rent growth, decreasing supply, and […]

Generally, big tech has been very supportive of climate change initiatives around the world.  Many tech companies have increasingly sought […]

If you are following the news about ESG these days, there is no shortage of controversy about the subject. As […]

While the US still dominates total dollars of foreign direct investment (“FDI”) into Mexico, China is Mexico’s fastest growing source […]

From the midst of a Chinese market meltdown in January, a new villain has emerged – “SNOWBALLS”! According to Bloomberg, […]

The ubiquitous pricing power of many companies throughout COVID and beyond is finally coming to an end. In the Fed’s […]