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.
Several compelling products and strategic moves suggest EM private markets may be about to get a lot more exciting.
Portico tussles with a tension between its mission and its business model. Ray Dalio states the obvious. Stablecoins, CBDCs & ZK Proofs. Nasdaq Private Market. EM SPACs. Catch-22.
An interview with Greg Bowes, Co-Founder and Managing Principal of Albright Capital, about the state of EM private markets.
An interview with Viktor Shvets, global strategist at Macquarie, about the information and financial revolutions and what they mean for the future.
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…
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Thoughts on EM Special Situations; (Asset) price stability; Corporate + state interests; Goodbye globalization?; Autarky under anarchy; Thucydides
Let’s look out for one another.
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.
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