PE outperformance doesn’t add up
Thanks to recent history, flawed methodology and ill-chosen indices, most say PE consistently outdoes public equity. But the right data tells a different story, Oxford academics write.
Conflict in Iran: Investors mute the noise but inflation risk grows
Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
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