Opinion

Analysis

Boutique Critique: Havelock Global Select

A valuation-driven process ensures disciplined capital allocation over time, writes Alex Paget

Analysis

Alternative thinking: Investors are shifting from ‘SAA’ to ‘TPA’

Liquid alternatives offer flexible, scalable access to a broader set of return drivers, writes Tom May

Better business

AI of the beholder: Applying AI to fixed income analysis

AI models can capture reality better than traditional ones, writes Giovanni Beliossi, but are harder to interpret

Opinion

Private chancer

The chairman of the insignificantly sized investment company TwoHoots Asset Management aims to go public on private credit