Exploring distressed equity and credit for opportunities that can generate above average returns for institutional investors isn't always easy. However, if you can identify a catalyst to bring those distressed investments back to...
6 min read
Thematic Investors: Plus Tick Management Exploring Old School Hedge Fund Returns
Dec 5, 2024 10:40:08 AM
4 min read
Thematic Investors: Will Homan-Russell on Asset Allocation Strategies in Shipping
Oct 14, 2024 11:23:31 AM
Can shipping be a play for leading asset allocators today? How will this theme be impacted by geopolitical tensions and the demand for new ships as we close out the year? Our latest Thematic Investors podcast powered by Vidrio...
5 min read
Thematic Investors: Gavin Baker Blending Sci-fi, History and Literature for Tech Investing Success
Jul 1, 2024 10:08:00 AM
Gavin Baker of Atreides Management, LP, engages in a deep dive with host Kieran Cavanna on his journey to honing a sharp focus in tech investing and explores the potential transformative bubbles looming for institutional...
5 min read
Thematic Investors: Scott Bessent a Global Macro Veteran on the Path Ahead
May 13, 2024 12:54:34 PM
In our latest episode of the Thematic Investors podcast, host Kieran Cavanna sits down with Global Macro legend Scott Bessent to discuss investing, data analytics and AI, the current political environment, and much more. Listen...