Swan Lake: The Risks that Would Most Disrupt Consensus in 2025 (Global Market Strategy)
A black swan is a high-impact, unpredictable event that disrupts investor consensus. Investor attention around…
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Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
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Insurers Find Equilibrium amid Higher Rates (Nuveen)
Fewer insurers are making significant changes to asset allocations, according to our fifth annual EQuilibrium…
If One OCIO Is Good, Two Is Great? Not So Fast (Alpha Capital)
If one OCIO is good, isn't two better? Not necessarily. In Alpha's newest white paper, the author of this paper…
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