Capital Solutions: A Flexible Response to Private Equity's Exit Problem

Capital Solutions: A Flexible Response to Pri...

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How Asset-Based Finance Is Powering the AI Infrastructure Boom

Hyperscalers are spending more than $750 billion a year on AI infrastructure, and much of it is for physical hardware that needs financing. That's creating a compelling opportunity for asset-based lenders who can underwrite real collateral and contracts rather than picking techno ...  Show more

 . 19min 26sec
Beyond Macro: A Value Lens on Emerging Markets Equity

Beyond Macro: A Value Lens on Emerging Markets Equity Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most import ...  Show more

 . 26min 51sec

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