The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
Portico Advisers has joined the CrossBoundary Group family of companies. Read the announcement here.
Portico Advisers has joined the CrossBoundary Group family of companies. Read the announcement here.
Scenes from Samsara and the architecture of investors’ assumptions.
Russia’s invasion of Ukraine has changed the world irreversibly in important ways.
A year or so ago I floated the idea of an index fund for EM private assets. What if there were an asset manager that could agglomerate…
Asia has subsumed everything; very bad news; China’s private sector; Factfulness; Lucretius.
The Toys “R” Us bankruptcy prompts a jeremiad on LBOs; Abraaj: Redux; CEE; India; Turkey; Grapes of Wrath
A reflection on transparency and governance. Also features: Abraaj, Norway’s sovereign wealth fund, Bain & Co, The Dhammapada
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