Is EM PE Dead?
When Portico launched four years ago, I asked “Is Emerging Markets Private Equity Dying?” There’s no need to ask the question anymore. It’s dead. You…
Stonks
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Image and Reality
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Questions During Quarantine
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Social Distancing 🦠
Let’s look out for one another.
Persistence
The fine line between stamina and stupidity. Also: J.P. Morgan; Hony Capital; Bia, Part II; The Cost of Being Too Patient; The Porticos of Bologna; Arrian.
An Index for EM Private Assets?
Who wants to build an index for EM private markets? Also: should endowments index? Coller’s Barometer; The Tree Where Man Was Born.
Chasing Profits
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
King Dollar?
Will the next global reserve currency be digital? Otis; U.S. Pensions; Ray Dalio on China; My Friend Wrote a Book: An Update; The Structure of Scientific Revolutions
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