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.
Active Management
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
Status Update
Provides a first anniversary update on Portico, discusses the societal parasite that is Facebook, who will make money in emerging markets venture capital, world awash in capital (featuring corporations as asset managers, passive investing, asset scarcity, and U.S. housing as political time bomb), and Musashi
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