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.
An interview with Tariq Fancy, former CIO for Sustainable Investing at BlackRock.
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 Simon Clark, co-author of The Key Man
I wanted to experiment with a different format for this episode and share my writings on the Abraaj fraud scandal as they were happening in…
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…
An interview with Tom Burgis, investigations correspondent at the Financial Times, and author of Kleptopia and The Looting Machine
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
Is the institutionalization of asset management leading to less innovation? Also: WeWork + SoftBank; European Buyouts; China; Fund Terms; Governance; Henry Adams.
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