That’s the 162

Long-term investors, particularly those in private capital, emphasize fundamentals. They ask how top managers deal with uncertainty. What economic signs…

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On A Roll

September’s surprisingly strong jobs report further signals a soft landing.  Source: The Daily Shot(Past performance is no guarantee of future…

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Letter From Milan

When it comes to private capital, institutional investors in Italy have an increasing variety of options. Exposure to US private…

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O Canada

Canadian GDP forecasts have been increasingly bullish since January. Source: The Daily Shot, Bloomberg(Past performance is no guarantee of future…

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Back to School

Our fondness for inflection points suggests there are many to consider. First, the economy. Despite many misgivings over the past…

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