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Category: Investing Ideas

Private Equity at a Crossroads: A Conversation with Ludovic Phalippou
Investing Ideas

Private Equity at a Crossroads: A Conversation with Ludovic Phalippou

[ad_1] Ludovic Phalippou, PhD, Professor of Financial Economics at Oxford University, has become one of the most closely followed and…

by Trade r edarTAugust 1, 2025
Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
Investing Ideas

Vices, Virtues, and a Little Humor: 30 Quotes from Financial History

[ad_1] Why do smart investors repeat the same mistakes generation after generation? Because financial instincts — like fear, envy, and…

by Trade r edarTAugust 1, 2025
Tariffs and Returns: Lessons from 150 Years of Market History
Investing Ideas

Tariffs and Returns: Lessons from 150 Years of Market History

[ad_1] Trade tariffs are back — reshaping markets and raising critical questions for investors. In early 2025, the United States…

by Trade r edarTAugust 1, 2025
The Downgrade Is Done. The Investor Response Is Just Beginning
Investing Ideas

The Downgrade Is Done. The Investor Response Is Just Beginning

[ad_1] For global investors and institutional asset managers, Moody’s downgrade of US sovereign debt is more than a symbolic signal…

by Trade r edarTAugust 1, 2025
Women in Alts: Leading with Inspiration, Intuition, and Impact
Investing Ideas

Women in Alts: Leading with Inspiration, Intuition, and Impact

[ad_1] Women investing in alternatives aren’t just building wealth — they’re reshaping the future. With capital comes power, and a…

by Trade r edarTAugust 1, 2025
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Investing Ideas

Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks

[ad_1] Tariffs have reclaimed the economic spotlight. But with their timing and magnitude uncertain, investors are on edge. A fascinating…

by Trade r edarTAugust 1, 2025
Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again
Investing Ideas

Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again

[ad_1] Some high yield market participants claim the days of +1,000-basis-point (bps) spreads are behind us. Citing improved credit quality,…

by Trade r edarTAugust 1, 2025
Maladapted Industries: The Risk of Artificial Selection by the State
Investing Ideas

Maladapted Industries: The Risk of Artificial Selection by the State

[ad_1] What happens when an industry survives not by producing products consumers desire, but by producing products governments desire? You…

by Trade r edarTAugust 1, 2025
Currency Coordination Looks Riskier Today
Investing Ideas

Currency Coordination Looks Riskier Today

[ad_1] The Taiwan dollar’s rapid appreciation in the second quarter led to speculation of a “Plaza Accord 2.0” — a…

by Trade r edarTAugust 1, 2025
Private Credit’s Surge Has Investors Excited and Regulators Concerned
Investing Ideas

Private Credit’s Surge Has Investors Excited and Regulators Concerned

[ad_1] Private credit has rapidly evolved from a niche asset class into a dominant force in the global lending ecosystem,…

by Trade r edarTAugust 1, 2025

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