Right benchmark provides different perspective on private markets alpha

Frederic Blanc-Brude. Photo: Jack Smith

A private market equivalent benchmark is superior
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The world in flux and Trump’s role in a new equilibrium

The world in flux and Trump’s role in a new equilibrium

The second Trump administration has so far brought a lot of things: market shocks, volatile trade policies, and turbulent foreign relationships. But beyond the chaos, renowned geopolitics expert Stephen Kotkin says Trump has an unwitting role to help the world rebalance and reach a “new equilibrium” in the global order.

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President Trump is dramatically reshaping geopolitics, creating new risks and opportunities for investors across the Asia-Pacific.

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