• One size does not fit all if you want to hedge (Mar 25, 2026)
• Jefferies faces tough choices as Sumitomo shows interest (Mar 25, 2026)
• Hedge fund Caxton loses $1.3bn during Iran conflict (Mar 26, 2026)
  • steepener trades
• Debate over private credit focuses on the wrong faultline (Mar 26, 2026)
• Oil markets: designed for efficiency not resilience (Mar 26, 2026)
• Black-box funds cater to insurers’ appetite for higher-yielding assets (Mar 27, 2026)
  • rated note feeder funds
  • collateralized fund obligations
  • spv
  • payment-in-kind
• Tokenised stocks are coming, and ideally nobody will notice (Mar 26, 2026)
• Failures of prediction markets are predictable (Mar 28, 2026)
• Letter: Everyday savers should be able to invest in private markets (Mar 21, 2026)
• The risks of private capital (Mar 30, 2026)
• Letter: Tokenised stocks, a solution in search of a problem? (Mar 30, 2026)
• When did democracy become an investment bubble? (Mar 30, 2026)
• Oaktree’s path puts private credit choices into relief (Apr 1, 2026)
• Distressed-debt funds target private credit downturn as ‘greatest opportunity’ since 2008 (Mar 30, 2026)
• Investors need to rethink the ‘factor’ approach (Mar 30, 2026)
• Chinese government bonds emerge as lone war haven (Apr 1, 2026)
• Turkey’s gold sales deepen bullion slump (Apr 8, 2026)
• Xerox copies a cheeky habit from debt restructurings past (Mar 28, 2026)
• Insurers turn to catastrophe bonds for data centre cover (Apr 3, 2026)
• How private equity became hooked on second-hand deals (4/9)
  • evergreen funds
  • continuous vehicles
• Six lessons for investors on pricing disaster (Apr 11, 2026)
• Separating signal from noise in private credit (Apr 11, 2026)
  • Panossian
  • payment-in-kind structures
  • Business Development Companies
  • non-traded BDCs
• The hunt for the new ‘dumb money’ (Apr 3, 2026)
• It’s time for private credit’s spring cleaning (Apr 10, 2026)
  • BDC