The Four Dynamics Shaping Global Private Markets
Four trends in private markets present urgent and existential risks to fund managers. It is time to take action.
The Mission & The Model
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.
A CDO for Secondaries?
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…
New Frontiers
New markets for Portico in 2021 and beyond; investing in frontier & fragile markets; a grab bag; James Baldwin.
The Decade of Digital Assets
An update on Portico and three predictions for the decade to come.
First Move
Private equity deal flow in Africa, Zabka Polska, Consumer sentiment in Latin America, Carroll Quigley’s “Evolution of Civilizations”
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