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Global supply chains will become more diversified as companies seek greater resilience and face pressures from rising nationalism and heightened geopolitics. Moving out of China will not be an easy...
By William J. Kelly, CAIA, Founder & Managing Member, Educational Alpha LLC While clever headlining (at least IMHO!) has been a hallmark of this newsletter, some matters are just too important to b...
As AI shifts from training to inference, specialized chips may soon challenge Nvidia’s GPU dominance by offering cost-effective, energy-efficient alternatives, reshaping hardware needs across enter...
Alternatives Hub Expand portfolio opportunity with private markets
Jeff Passmore of MetLife Investment Management share insights on building smarter allocations: from intermediate bonds to private credit.
How we got from there to here
US vs Europe: 25 years of economic divergence - Steve Magill asks if recent shifts are a blip or a turning point.
Due diligence meetings are a great way for our private market experts to share valuable insights and for us to gain valuable feedback that will shape future educational materials, according to Fran...
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