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.
An interview with Greg Bowes, Co-Founder and Managing Principal of Albright Capital, about the state of EM private markets.
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
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
Last month, the New York Times published a fascinating article about the market for followers on Twitter. (Disclosure: shareholder of NYT and TWTR). The manufacture…
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