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Alternative Investments…

Evaluating Gas Companies: Metrics That Matter

3 Dec 2025December 3, 2025

The natural gas sector continues to be viewed as a transition fuel—cleaner than coal and oil—and plays a key role in enabling renewable integration through flexible baseload support. It remains…

Alternative Investments…

Portfolio Strategies for Nature-Related Risks

4 Nov 2025November 4, 2025

Ecosystem Services and Their Environmental Impact Ecosystem ServiceEnvironmental RoleWhen Degraded (Environmental Impact)Water purificationWetlands, forests, and soil filter pollutants from freshwaterWater pollution, eutrophication, increased treatment needsPollinationInsects (bees, butterflies), birds, bats fertilize…

Asset Allocation…

Investing in Facilities Services: Fundopedia’s Research Framework

22 Oct 2025October 22, 2025

We have been allocating assets to the commercial and facilities services sector over the past few years. This sector encompasses outsourced services for commercial buildings and infrastructure, with key business…

Capital Market…

Re-Index Voting in M&A Transactions

17 Oct 2025October 17, 2025

“Re-index voting” refers to how index/passive investors exercise voting rights on mergers and acquisitions (M&A) proposals, even though they cannot sell or avoid securities in an index. Active funds can…

Alternative Investments…

Understanding Tokenized Money Market Funds

7 Oct 2025October 7, 2025

A tokenized money market fund (MMF) is a digital representation of ownership in a MMF, issued as a blockchain token, typically on a public or permissioned network. Like traditional MMFs,…

Alternative Investments…

Investor Strategies for Oil & Gas Amid Changing Market Conditions

10 Sep 2025September 10, 2025

As of today, September 10, 2025, Brent trades around $66–67/bbl and WTI near $63/bbl, modestly lifted by geopolitical risks but still range-bound. Market consensus sees slower demand growth alongside rising…

Alternative Investments…

Macro Views and Implications for Private Markets

3 Sep 2025September 3, 2025

Trade Deals Bring More Clarity to 2H25 Macro View I: Trade deal momentum has improved. The US now has a growing share of trade covered by deals, although tariff levels…

Alternative Investments…

Private Markets Insight: Private Credit vs. Private Equity

29 Aug 2025August 29, 2025

Private Markets Update Private Credit Banks are playing a smaller role in credit provision due to regulatory constraints and capital requirements. Private credit has stepped in to fill this gap,…

Asset Allocation…

Saudi Arabia’s Vision 2030: Transforming Investment Strategies

14 Aug 2025August 14, 2025

Saudi Arabia’s investment landscape is being reshaped by Vision 2030, which aims to diversify the economy beyond oil by promoting mega-projects such as NEOM and Red Sea Global, along with…

Alternative Investments…

Key Differences in Economic Trends: 2021-2025 vs 1970s

31 Jul 2025July 31, 2025

Long-Horizon Return Series: GFD, CRSP, Shiller, Bridgewater Global Financial Data (GFD) provides some of the most extensive datasets available, including fixed-income, equity, inflation, and macroeconomic data that date back centuries,…

Nigeria and Ghana: Oil Production Insights

24 Jul 2025July 24, 2025

Nigeria Nigeria is a member of OPEC and has historically been Africa’s largest crude oil producer. The country possesses over 37 billion barrels of proven oil reserves and more than…

Artificial Intelligence…

Model Portfolios in 2025: Key Trends, Structures, and Market Dynamics

21 Jul 2025August 28, 2025

Model portfolios—centrally managed investment strategies used by financial advisors—have seen notable evolution in 2025, driven by technology, regulatory shifts, fee pressures, and personalization demand. Key Trends in 2025 Increased Adoption…

Alternative Investments…

Maximizing Portfolio Efficiency with Stablecoins

10 Jun 2025June 10, 2025

Stablecoins are increasingly being used for cash management and liquidity optimization, acting as a substitute for traditional money market instruments. Their main advantage is the faster settlement times and the…

Alternative Investments…

Impact of 2025 U.S. Energy Policy on Investor Sentiment

2 Jun 2025June 2, 2025

The Trump administration's energy policy shift in 2025 has significantly impacted investor sentiment and energy deal flow in the U.S., creating a complex landscape characterized by both enthusiasm and uncertainty.…

Alternative Investments…

Top BDCs: Comparing Dividend Yields and Credit Quality

A Business Development Company (BDC) is a closed-end investment vehicle established by the U.S. Congress in 1980 to enhance capital access for small and mid-sized businesses. Structure: Public or Private…

Alternative Investments…

Private Credit Insights: The Rise of Asset-Backed Finance

In private credit, asset-backed finance (ABF) involves lending against a pool of tangible or financial assets without going through public securitization markets. Instead of issuing securities broadly, these deals are…

Alternative Investments…

Unlocking Profit in Sports: Investment Strategies Revealed

11 Apr 2025April 13, 2025

Sports investing has seen significant growth in recent years as franchises, leagues, media rights, and brand-driven businesses (such as sports apparel and streaming) increase in value. What was once limited…

Artificial Intelligence…

AI-Powered Stock Forecasting Model in Vietnam

26 Mar 2025March 27, 2025

The goal of our quantitative model is to predict short-to-medium-term stock price direction and risk-adjusted return potential. We combine top-down macro views with bottom-up stock selection, enhanced by data-driven and…

Alternative Investments…

Global Macro Hedge Fund Strategies and Forecasting Models

18 Mar 2025March 19, 2025

Global macro investing involves the analysis of macro trends such as economic cycles, central bank policies, geopolitical events, and capital flows to generate alpha across various asset classes. Our approach…

Asset Allocation…

America First Investment Policy

The "America First Investment Policy," introduced by the Trump administration on February 21, 2025, aims to reshape the U.S. approach to foreign investments by balancing openness with national security considerations.…

Alternative Investments…

Transforming European Real Estate: Trends and Investment Insights

4 Mar 2025March 5, 2025

The European real estate investment landscape is rapidly transforming due to the economic conditions, demographic shifts, technological advancements, and sustainability regulations. Key Macroeconomic Factors Influencing the Market: Inflation and Interest…

Capital Market…

Active ETFs in Small-Cap Equities and Alpha Protection

20 Feb 2025February 21, 2025

Investment Process Managing an active ETF in small-cap equities presents unique challenges due to liquidity constraints, volatility, and information asymmetry. Unlike passive ETFs that track an index, active small-cap ETFs…

Alternative Investments…

Deregulation’s Role in the Growth of Private Credit ETFs

13 Feb 2025February 13, 2025

In 2025, the U.S. administration under President Trump is expected to implement deregulatory measures that may significantly impact the private credit sector. The administration could reconsider existing financial regulations, potentially…

Alternative Investments…

Innovations Driving the Private Credit Landscape

13 Jan 2025January 13, 2025

The global private credit market is experiencing significant expansion and transformation, creating new investment opportunities while also posing regulatory and risk management challenges that stakeholders must carefully navigate. As of…

Fixed Income…

Impact of Regulations on CLO Markets

Collateralized loan obligations (CLOs) are structured financial instruments that pool together leveraged loans, which are typically made to companies with lower credit ratings. These loans are bundled, securitized, and sold…

Asset Allocation…

CMBS Special Servicing

The special servicing sector of commercial mortgage-backed securities (CMBS) is a critical component of the CMBS market. It consists of specialized entities, known as special servicers, responsible for managing and…

Capital Market…

Options-Based ETFs: Strategies & Benefits

Options-based exchange-traded funds (ETFs) utilize options strategies to enhance returns, reduce volatility, or generate income. They have gained popularity among investors seeking customized risk-return profiles . Types of Options-Based Strategies…

Alternative Investments…

The Cardiac Implant Market

27 Sep 2024September 30, 2024

To effectively track the cardiac implant market, which includes devices such as pacemakers, defibrillators, heart valves, and left ventricular assist devices (LVADs), a comprehensive approach is required. This involves combining…

Sustainable Investing

Responsible Investing in Focus

19 Sep 2024September 19, 2024

Environmental, Social, and Governance (ESG) considerations have steadily gained prominence over the past decade, but the global challenges of the last few years have brought responsible investing into even sharper…

Alternative Investments…

Post-COD Renewable Energy Assets M&A

12 Aug 2024September 19, 2024

The Commercial Operation Date (COD) is a significant milestone in the lifecycle of renewable energy projects. It marks when a project transitions from the construction phase to becoming operational. On…